Manage Your Agency
Manage Complex Accounts
We provide you the tools to efficiently manage large complex commercial accounts to managing policies, large schedules, and remarketing.
- Custom standardized workflows by organizing start-to-finish processes.
- Carrier commercial downloads from hundreds of certified carriers.
- Easily batch email Certificates of Insurance with required attachments to hundreds of holders.
- Exchange sensitive documents and messages with your client throughout the process.
- Publish Auto ID Cards, Certificates of Insurance, or scanned copies of policies to the client portal for secure customer self-service.
“I just wanted to tell you how much I have enjoyed working with you to automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do myself than sending my CSR an email.”Ray – Conroe, TX