Agents/Broker Portal

SimpleInsure Agent/Broker portal provides a win-win solution for insurance companies that want to offer Point of Sale online rating, quoting and binding capabilities while maintaining existing legacy policy administration systems. Insurance companies can easily increase their productivity using the flexibility of this portal and its intuitive interface. The Agent/Broker and Policyholder Portals make it easy to obtain policy and premium information as well as submitting online payments and retrieving policy documents.

  • Provide agents ability to quote the lines of business the insurance company offers through an intuitive web portal.
  • Configurable business rules to guide agents through the submission process.
  • Provide agents ability to submit applications, file attachments and bind submissions as well as service policies after issuance.
  • Portals connect directly to existing legacy system so data is streamlined from portal to back office system.
  • Agents and policyholders can view policy and premium information online.
  • Ability to connect to third party products and services that require web services.
  • An efficient context-based communication portal with the carrier which allows agents to communicate with underwriters.
  • Agency client management feature allows agents to review book of business, commissions, resubmit lost business from the past, and review in-force policies and pending renewals.
  • Self-service feature allows agents to review policy coverages, account status, claims, reprint policy forms, certificates and loss history.
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Latest News

  • September 2016 the SimpleSolve Team of Sam Serrapede, Joy Nastasi and Tara Antony attended the NAMIC Annual Convention in Vancouver, BC. They were featured in the NAMIC New Marketplace Solutions Tour. Our newest products, the SimpleInsure Mobile version, Business Analytics Tool and SOW Tracker received interest from many senior executives in the mutual insurance industry.

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