The day-to-day challenge is a constant struggle of manually reviewing quotes, schedules, and loss runs; re-keying information from PDFs or Word into Excel; and reconciling data from multiple spreadsheets. Oftentimes much of this work is sent offshore to operations workers where manual creation of new fields on ACORD XML forms is costly and inefficient.
Simplifying the end-to-end policy application process needs to happen from the front lines of the business – by empowering a new age of innovation brokers, those who are closest to their customers needs and consistently put them at the center of the conversation.
Pre-fill applications with customer data to reduce errors and omissions while saving time leveraging data from legacy systems, cloud CRM tools, and third-party data marts.
Easily export client data to thousands of different carrier supplementals,ACORD forms, and legacy systems. Generate document output in policies, quotes, submissions, applications, binders, and endorsements to complete time-consuming workflows quickly and easily.
Automate and accelerate the process of comparing and delivering quotes and updating online schedules from unstructured data in Excel, PDFs, Word, and more.
Automate the end-to-end quoting, proposal, binding, and payment processes.Capture and transmit communications that are accessible anywhere using a visual, no code environment.
Email your customers to show trends in what lines of business their competitors are buying.
Help independent agents provide better services to their clients with greater transparency in the buying process using automated quoting, proposal, binding, and payment processes with a consumer-like checkout experience.
Populate applications with customer information based on the data in your systems or third party data vendors like Experian, CoreLogic, etc. to reduce errors and omissions.
Import schedules and workbook tracking directlyfrom Excel to transform them instantly into interactive online workbooks.
Build your own interactive forms and workflows that mirror your custom processes to create forms, collect data, initiate a new or refine an existing process.
Embed electronic signatures directly into form workflows to eliminate paper based signing delays.
Create role-based reports and dashboards to manage all roles, locations, and lines of business within a single environment to reduce time and cost spent operating multiple disparate systems.
Integrate and connect with your AMS system and policy admin system to push data, connect with carriers, instantly submit applications, and receive quotes.
Keep track of client activities with timestamps from team members, get proactive alerts you when clients sign in, submit forms, and more. All activities are tracked in audit logs to improve compliance.
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