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Insight | Producer Management

Streamline Operations, Manage Producers & Gain Insights—While Maximizing Existing Systems

Insurance Producer Management System
  • Respond to the market faster & smarter with access to producer data in a CRM database, making it easy to:

    • View real-time producer data & performance​

    • Traverse complex hierarchies & gain insight into downline activity

    • Gain insight into data that's innaccesible in legacy systems

  • Save time & money by automating processeses, including:

    • Commission processing & advances

    • Business rule enforcement

    • Report & statement generation

    • Document management & creation

    • Producer updates via producer self-service

    • Complex system integrations

  • Grow business with:

    • Insight into producer productivity & performance

    • Producer self-service capabilities

    • Ability to maximize existing systems

  • Work anytime, anywhere with cloud-based technology

We Know Insurance Operations

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 carrier, agencies and agents are reaping the benefits. Contact us to learn more.

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