Manage Your Agency
Drive greater insurer connectivity
- Outlook Exchange email and calendar
- Comparative Rating. Multiple, two-way integrations
- Simplified AL3 export that can be imported into various rating products.
- Client Mapping with directions
- Secure Client Portal for distribution of Certificates, DEC pages, etc.
- DataView Executive Reporting Dashboard
“Wonderful and very helpful support in learning the processing of Direct Bill Commission Statements! The support team is patient, explains well, quick to respond, and provides resource links, pages as attachments, screenshots, and such for referencing as reminders and visual help.”Kevin – League City, TX