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Dashboards
Keep your Agents, Insureds, and Colleagues in the loop.
Provide your agents with their critical KPI, commissions, and direct them to recent account activity with modern intuitive tools.
Self Reporting
Perfect for workers' compensation and other pay-as-you-go customers.
Allow customers to report changes to their exposure base each month, calculate invoice amounts, and make electronic payments in seconds.
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Online Payments
Integrate your payment solution directly to the portal.
Fully integrate online payment solutions to accept credit card, ACH, and even paper check payments.
Application Submissions
An online solution for all of your submissions and forms.
Portal is your online solution for submissions including the ability to upload ACORD forms, Loss Runs, and other information critical to your application underwriting process.
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FAQs
The one-stop source for your agents' and policyholders' questions.
Present your agents and policyholders with well organized answers to all of their most frequently asked questions.
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Forms Library
Generate agency-specific information and branding on your forms and documents.
Portal’s Forms Library allows you to deploy robust library of forms, brochures, and documents that dynamically update with Agency specific information and branding.
On-Screen Configuration
Configure the system how you want it without custom programming.
Utilize powerful Point & Click Self Serve tools to configure all aspects of the system including screen design, custom data fields, user security, data access, and much more.
