We are pioneers in creating software that exceeds the expectations of MGAs, Program Administrators, Carriers, and Wholesalers

Automation OF MANUAL PROCESSES

  • Rating
  • U/W Workflow/Policy Admin
  • Applications
  • Submissions
  • Quoting
  • Issuance
  • Reporting the Policies 
  • Billing and Accounting
  • Doc Management

CORE FEATURES

  • Cloud Based Applications
  • Rate, Quote, and Issue
  • Mass Solicitation & Renewals
  • Claims Management
  • HTML Email & Templates
  • Drag/Drop Features
  • Automated Workflow Scripts
  • Fiduciary Accounting
  • Sales Tracker & Reporting
  • Prospecting
  • Portal and Mobile CRM
  • Marketing
  • Diary System

BENEFITS

  • Increase Product Accessibility/Portals
  • Increase Quote to Bind Ratio
  • Increase Profitability and Efficiency
  • Increase Productivity

Automation OF MANUAL PROCESSES

  • Rating
  • U/W Workflow/Policy Admin
  • Applications
  • Submissions
  • Quoting
  • Issuance
  • Reporting the Policies 
  • Billing and Accounting
  • Doc Management

CORE FEATURES

  • Cloud Based Applications
  • Rate, Quote, and Issue
  • Mass Solicitation & Renewals
  • Claims Management
  • HTML Email & Templates
  • Drag/Drop Features
  • Automated Workflow Scripts
  • Fiduciary Accounting
  • Sales Tracker & Reporting
  • Prospecting
  • Portal and Mobile CRM
  • Marketing
  • Diary System

BENEFITS

  • Increase Product Accessibility
  • Increase Quote to Bind Ratio
  • Increase Profitability & Efficiency
  • Increase Productivity