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