Manage Your Agency
Third-Party Integrations
Drive greater insurer connectivity.
- Outlook Exchange email and calendar
- Comparative rating — multiple, two-way integrations
- Simplified AL3 export, importable into various rating products
- Client mapping with directions
- Secure client portal for distributing Certificates, DEC pages, and more
- DataView executive reporting dashboard
“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