Overview
With our Agent Portal, your network of agents/brokers will be able to receive a quick indication of coverage, offering prospective customers an opportunity to see the coverage they’ll receive, as well as a streamlined submission process that automatically triggers the underwriting process for your organization.
Key Features
- Quote Applications and Submissions
- Policy, Billing, & Claims List View
- Policy Documents Download
- Policyholder Contacts Management
- Online Bill Pay
- First Notice of Loss/First Report of Injury
- Static Forms and Files
- User Security Management
- Commission Statements
Key Benefits
- Extend access to your broker/agents with an elegant and easy to use website.
- Easy and quick online access to submit first reports.
- Make it easy for your agents to assess your UW appetite and receive a quick quote on demand.
- A modern and EASY method for agents to submit new business and receive quick quotes.
- Supports complex rules and evaluation criteria based on your business rules to automate underwriting in real time.
- Give agents access to their entire book of business to review details and download documents.
- Make it easy for policy changes to be requested.
- Share claim details and trends in easy to understand dashboards.
- Make documents available online for easy download and viewing.
- Share a wide range of files, including photos, videos, and documents.
- Provide answers to common questions directly within the portal with self-help tools.
- Give broker/agents access to commission statements to review or download.
- Publish reports for portal users to access and run in real-time.
- End to end encryption to keep all communications secure and away from prying eyes.
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