Solutions

Agent Portal

Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on.

$637.7
Billion U.S.
U.S. P/C Insurance Net Premiums Written in 2019
Source: Insurance Information Institute
increase-icon

Increase New Business

Configured like your business, to grow your business

Easy to understand
work flows

Increased agent autonomy

Configured like your business, to grow your business

Flexible with dynamic admin tools

Easy to understand work flows

User friendly interfaces

Increased agent autonomy

Automated Submission Rules

Automated Submission Rules

Streamlined Information Intake

Streamlined Information Intake

Easily Obtain Information

Easily Obtain Information

Simple User Management and Control

Simple User Management and Control

Customized Portal

Customized Portal

Increased Agent Autonomy

Increased Agent Autonomy

Why Insurance Organizations Choose Us

Related Solutions

Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals.

Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative.

Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience. 

Resources & News

The velocity of technological development has increased exponentially over the last two decades. For the insurance industry in particular, this acceleration has created a competitive rift between the early adopters of true SaaS technologies and businesses that held onto homegrown or on-premise solutions.
Much like every other part of the implementation process, the key to success is having a plan and transparent communication, internally and with your vendor, throughout the project. With these three considerations top of mind, your insurance program can begin to de-risk and effectively plan for your next core system implementation.
The next time you’re looking to implement a new core system, be ready to rely on your new software vendor’s change management expertise. Their business is centered around successfully executing these types of projects and their practical wisdom will make a difference in how your teams respond to change