Marketing, sales, and distribution.
Go beyond traditional channels to drive growth and increase customer loyalty.
Trusted by leading insurance organizations.
- Agent and broker channel automation.
- Agent life cycle and performance management.
- Sales automation and marketing management.
- Provide self-service portals.
Increase communication and efficiency by delivering an agent/broker portal or a portal directly to policyholders. - Improve stakeholder collaboration.
Empower agents, brokers, and underwriters to collaborate on the same processes in real-time via role-relevant views. - Streamling the quoting process.
Increase quote capacity and expedite the quote process, from submission to book. - Gain insight into your entire book.
Create a 360-degree view of data from all sources, including legacy systems, spreadsheets, and more.
- Integrate multiple systems.
Provide an end-to-end view of onboarding and agent and intermediary licensing checks through performance management. - Streamline the onboarding process.
Digitize the onboarding process, reducing the need for paper documents and enabling agent self-service. - Track and report in real-time.
Easily track goals, KPIs, compliance, and more to help onboard and train new agents quickly. - Stay ahead of changing needs.
Proactively respond to agency needs, including agent M&A activity and claim activity.
- Leverage seamless integrations.
Unify data from multiple systems into a 360-degree view, including CRMs, call centers, and policy systems. - Increase efficiency and productivity.
Easily manage business processes, incorporate customer-centric data, and provide real-time analytics. - Implement and adapt at speed.
Automate complex processes, increase time to market for new products, and quickly adapt business functions.
