PROPERTY & CASUALTY


Smart homes, smart cars, fitness trackers and more are disrupting traditional insurance products. Future proof your distribution channels to stay ahead of the change, better respond to the customers’ needs and drive growth at a lower cost.

Features:

Reduce Costs and Boost Your Profitability

Innovative Producer Management

Innovative Producer Management

Advanced producer management functionality including compliance, hierarchies, roles, book of business, performance and payment history.

Paperless On-boarding

Paperless On-boarding

Web-based producer contracting with standard integration to NIPR, electronic signature, background checks, certifications and exclusion lists.

Pay Accurately and on Time

Pay Accurately and on Time

Pay your producers accurately using a flexible and scalable system

Automate Business Processes

Automate Business Processes

Automate any related business processes, preventing errors and reducing administrative overhead

Simplify Data Integration

Simplify Data Integration

A range of integration options to easily connect to policy admin systems, data warehouses and more

Robust Security

Robust Security

Keep your data private, secure, and compliant in the cloud

Drive Revenues and Increase Channel Loyalty

Drive Producer Performance

Drive Producer Performance

Producers get full visibility into payouts and production, eliminating shadow accounting in a central, personalized portal

Engage Your Leads

Engage Your Leads

Track, identify, and connect with all of your website visitors even before they fill out a form

Easy Access to Marketing Material

Easy Access to Marketing Material

Producers have a single place to access all marketing material so they can easily differentiate your offerings

Engage Your Prospects

Engage Your Prospects

Producers engage and share content with prospects in a personalized buying portal

Renew Contracts Easily

Renew Contracts Easily

Create, manage, and renew contracts with your producers quickly and efficiently

Know Your Customers

Know Your Customers

Collect customer feedback to know what they think of your offerings and learn how you can serve them better

Ease the Compliance Burden

Train Your Producers

Train Your Producers

Train your producers on your products anytime, anywhere on any device

Track Compliance

Track Compliance

Track producer licenses, appointments with integration to NIPR and DTCC

Just In Time Appointments

Just In Time Appointments

Carry out just in time appointments for your independent agents so you better manage costs

INSURANCE INDUSTRY RESOURCES

 PRODUCER PRO PRODUCT TOUR

PRODUCER PRO PRODUCT TOUR

Automate and simplify producer administration and management

WEBINAR RECORDING

WEBINAR RECORDING

Future Proof Your Distribution Channels

COMMISSIONS BROCHURE

COMMISSIONS BROCHURE

Commissions changes sales behaviors

You’re already on the way to more money, but you could get there faster.

Schedule your free consultation with a life & annuities expert now.

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