INSURANCE

Insurance carriers need a connected sales and marketing platform that will transform the way you manage your captive agents and producers, driving compliance, improving loyalty, and ensuring production.
  • Streamline producer onboarding, continously monitor licences, appointments and training, with a single view of your producer lifecycle.
  • Pay your producers for performance and drive a better customer experience with the most appropriate mix of fees, bonuses, commissions, and incentives.
  • Give your producers a single source of truth for all approved marketing material and to engage and collaborate with your customers easily.
  • Manage your book of business effectively so you can uncover hidden opportunities and maximize cross-sell and upsell.
  • Stay one step ahead of the competition with powerful analytics to predict results and take action before it's too late.
  • Create, review and manage contracts between you, your customers, and your producers in a single compliant system.

Talk to an insurance industry expert about your needs.

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Extensive configurability, workflow and automation features help PHPNI staff achieve greater productivity calculating payout, issuing checks, transferring funds, mailing statements and tracking results.

- Dustin W. Crider, Corporate Controller, Physicians Health Plan

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