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Agent & Broker Channel Automation

Digitize and streamline processes and communication.

Digitizing processes for agents and brokers results in an optimal business environment – breaking down silos and streamlining processes – resulting in increased agent and broker engagement and fostering collaboration from all stakeholders. These capabilities increase quote capacity and improve management of customer requests, eliminating duplicate work and avoiding unnecessary data entry.

Appian enables the process efficiency that leads to increased agent and broker satisfaction, empowering them to deliver the highest level of service to their customers.

Features at a glance:
  • Gain insight into their entire book of business via a 360 degree view of their customer portfolio from all data sources
  • Access data and documents in the field from any device, including mobile upload
  • Streamline and prioritize work, increasing quote capacity and speeding the quote process, from submission to book