Give your producers access to real time
data that enables them to increase
revenue and improve customer service.
Give your producers access to real time data that enables them to increase revenue and improve customer service.
Data that matters
Easy access to underwriting, claims,
current commissions, renewal status,
access to marketing materials and more.
Easy access to underwriting, claims, current commissions, renewal status, access to marketing materials and more.
Anytime, Anywhere, Any device. Stay
connected to your producers
Anytime, Anywhere, Any device. Stay connected to your producers
Improve Producer Satisfaction
Leverage the power of cloud computing and provide agents a familiar interface starting from onboarding to commission verification. Motivate producers to focus on sales and customer service rather than spending time on shadow accounting. Innovative, user-friendly features help attract top talent and give producers a positive impression:
- Online producer portal
- One-click commission statement generation
- Dashboards with sales volume data
Dashboard alerts and notifications simplify and speed information to the entire distribution channel. Rich automation features reduce the cost of supporting complex sales and service organizations. Real-time updates allow accurate information to meet customer service requirements. Communication support puts you in control:
- Automatic communication to agents, users and clients
- Integration with email, fax and standard mail
- Mail-merge capabilities for documents, letters and reports
Proactively Manage Licensing & Appointment Renewal
Administer producer relationships with ease using automated expiration notices and simple to design workflow processes. Instantaneously update commission changes and transfer active policies when producers leave the organization. Essential features like these ease the administrative burden:
- Standard NIPR and PDB integration
- Automated verification process
- Business-rules-based workflows
Target Your Content
Distribute documents to specific audiences such as top producers or those needing to update regulatory documentation based on pre-defined business rules. Simplify the processes for producers as well as sales management. We bring flexibility, convenience and security to channel communication:
- Automatic rules-based distribution of documents
- SAS 70 infrastructure compliance
- Regulatory compliance