Streamlined experiences for agent success
78% of agents consider that an insurer’s ability to provide better online access and tools is more important than competitive commissions and other areas of support.
77% of insurance agents would significantly value technology that automatically identifies potential opportunities within their existing book.
66% of agents cite availability of tools affect their preference for using certain carriers.
Equip Agents for Long-Term Success
Jumpstart Your Solution
Reclaim Lost Profit Margins
- Streamline Workflows
Increase producer distribution efficiency with streamlined policy application and administration workflows.
- Digitalize the Producer Experience
Drive adoption and usage of digital tools with a modern and intuitive producer experience.
- Reduce Form and Application Complexity
Reduce upfront complexity with simplified forms and applications, and see everything in one place on a unified dashboard with relevant KPIs for agents.
See how West Bend was able to reduce the quoting process from an hour to minutes
Accelerate Existing Channels and Retain Competitive Edge
- Manage Multiple Insurance Lines
Effectively manage multiple insurance lines and books of businesses with a contextualized dashboard and policy administration analytics and data.
- Easily Cross-sell and Upsell
Easily identify cross-sell/upsell opportunities with real-time notifications and in-context analytics.
- Find Revenue Expansion Opportunities
Quickly understand opportunities for revenue expansion with integrations back to other core insurance platforms that support functions like underwriting and risk/ratings.
See how Britam keeps pace with a changing business environment across its lines of businesses
Position Your Agents to be the Future of Customer Experience
Give agents the information and data they need to work alongside carriers effectively.
Get In-Context Analytics and KPIs
In-context agent and producer analytics and KPIs help agents quickly see actions to take for applications, claims, and policies at a glance.
Maintain and Grow Partnerships
Maintain long-term distribution partnership by improving communication channels with your agents.
Reduce Cost of Supporting Partners
Consolidated access to insurer’s marketing materials, information, and help through tools like a live chat, reduce the cost of supporting your partners.