A Powerful product management tool which enables
underwriting executives and product managers to create
new insurance products with multiple rating factors and
underwriting rules in minutes
Customizable coverages, policy limits, sub limits and
deductibles
Our application programming interface (API) enables our
system to collect and exchange data with national
databases
Policy forms and documents are customizable per product
and business line
Monitor each product’s performance and variables live
Agency Management
Single point to manage your independent agents and
inside salesforce
Define and control the distribution channel for each
product
Monitor agencies and their agents’ performance and
output
Licensing and appointment tracking
Commission tracking and payments
Agent’s Portal
Quote and bind in minutes
Intuitive workflow results in quicker service with
greater client satisfaction
Quotes, rating, payments, documents, renewals and much
more all in one place
Allows use for multiple agency roles and functions
Claims Management
Easy and logical design for better workflow and
decision-making process to do more effortlessly
A single, easy to use tab to adjust reserves and issue
payments
The vendor management tool makes it simple to monitor
and pay your service providers
System stamped user’s activity for audit efficiency
Build in controls and customizations for all teams
Central hub to house and monitor claims and legal
management
Creates faster claims turn around to increase customer
satisfaction
Policy Holders Portal
Improve customer engagement with easy-to-use interface
for simpler self-service
Access all policy documents in one place from any device
Our advanced payment solution allows clients to pay
online via check or credit card, store multiple payment
sources and autopay
Report and manage claims
Reporting Tool
Detailed analytics will allow you to understand your
business performance and identify your gaps
Take advantage of our customizable reports to propel
your business to new heights
