Insight | Policy Onboarding

Streamline Policy Application with an Intuitive & Intelligent Point-of-Sale Solution

• Empower sales with a reliable & easy-to-use sales tool that enforces business rules every step of the way

• Minimize costs & streamline operations by accurately generating complex policies in an expedited, paperless process

• Increase policyholder & producer satisfaction by:

  • Simplifying complicated ​requirements, restrictions & rules

  • Generating only applicable options, forms, rates & options

• Work anytime, anywhere with cloud-based technology

Solutions for Insurance Carriers & Agencies

Producer Management

Producer CRM for Carriers & Agencies

Producer Analytics

Advanced Analytics & Reporting

Producer Onboarding

Producer Contracting & Recruitment

Insurance Operations—It's In Our DNA

Our sister company administers self-funded health plans and blocks of business for insurance companies. Our sister company handles everything from large system migrations to consolidated billing, premium collections, commission payments and more. They helped us develop Insight, and now insurance carriers, agencies and agents are reaping the benefits. Contact us to learn more.

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