Agency Management

Manage agencies including profiles to quote, bind & endorse policies. Also manage commission rates & payments
  • Agency Portal for an agency to Rate/ Quote/ Bind/ Endorse/Manage their Book of Business with the Carrier. Our user-friendly NB quote workflow will allow you to significantly increase the % of NB Quotes created by Agents (as opposed to sending paper/pdf applications).
  • Agency Portal application pages to write New Business are exactly the same as the pages underwriters use. Makes it easy to collaborate on NB quote related issues.
  • Preserves policy privacy. Agency users are confined to view and work only on policies where they are the agency of record.
  • Manages Authorized Agencies, Authorized Agents within an agency, Policy Products, and States they are permitted to write business in.
  • Maintains commission rates by product and by state. Commissions can be configured to be paid on paid-premium, full-on first premium payment or net of commission statement.
  • Calculates commissions in real-time and prepares monthly commission statements.
  • Commission Statements provide policy level premium and commission accrued details.

Our truly Integrated,
Multi-Line Insurance Platform Comes With

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Policy
Management

Manage full policy lifecycle of transactions - Rate, Validate, Quote, Bind, Issue & Policy Changes

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BILLING & INSURANCE ACCOUNTING

A full-fledged double entry accounting system to manage all policy and claims related financial transactions

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CLAIMS
MANAGEMENT

Auto-Verify Policy coverage in real time. Manage reserves, loss payments & expenses at a claims feature level.

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CLIENT
MANAGEMENT

A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.

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AGENCY
MANAGEMENT

Manage agencies including profiles to quote, bind & endorse polices. Also manage commission rates & payments

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INTERACTIVE
BOT

Tara the BOT is always aware of where you are in the application to assist and provide context relevant information.

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EFFICIENCY
TOOLS

Reduced Average Handling Time thru smart navigation, Integrated Email, Phone, Voice-To-Text & Real time data available to all modules

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BUSINESS
INTELLIGENCE

Analyze your key business performance indicators through standard and customizable BI Dashboards

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POLICY HOLDER SELF-SERVICE PORTAL

Policyholders can verify coverage, print policy docs, review claim status, review accounts & make payments

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PARTNER
INTERFACES

Application has several pre-built interfaces; Payment Gateway, Repl Cost Valuation, Ins Credit Scores, MVR, eSign, etc.

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ADJUSTERMATE MOBILE APP

A mobile app that brings easy mobility to field adjusters. Instantly get assessments & photos into the claims system

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SECURITY &
COMPLIANCE

Robust built-in security. Data in Transit is encrypted. VAPT & PCI complaint. OAuth/Single sign-on

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