Insight | Producer Onboarding
Expedite Contracting & Recruitment, While Validating Business Rules Every Step of the Way
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Increase sales potential by onboarding & recruiting producers more efficiently
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Minimize expenses & streamline operations by automating processes, including:
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Hierarchy management
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Background, licensing & debit balance checks
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Document management & creation
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Payment collections
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Just-In-Time (JIT) appointment processing
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Avoid mistakes by validating:
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Business rules
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Applicant information
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Simplify recruitment by empowering producers with recruitment tools & visibility into applicant status in workflow
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Work anytime, anywhere with cloud-based technology
Solutions for Insurance Carriers & Agencies
Producer CRM for Carriers & Agencies
Insurance Operations—It's In Our DNA
Our sister company administers self-funded health plans & 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.