Service Tools, Applications, and Solutions
Click below to learn more or get started. For questions contact: Heather Long
Agency Management
Agency management system for core business and accounting functions.
Manage customers’ accounts in AMS360 from anywhere on your mobile device or tablet.
Employee benefits agency management system to help agencies manage benefit core business and accounting functions.
Create efficiencies in personal lines sales and service with complete lifecycle automation. Lead and client management system that tracks sales, carrier placement, renewals and service requests in real time.
Industry Insights
Built on Vertafore’s RiskMatch platform, the industry’s largest pool of in-force policy data, MarketTrends surfaces coverage trends and cross-sell opportunities. Can also explore carrier appetite and evaluate remarketing opportunities.
Leverage comprehensive business intelligence to stay competitive in the benefits market. Show clients how their benefit plans compare to the industry and help them make competitive choices.
Via subscription gain access to over 40 different trusted sources to assist in placing business and servicing clients. (Self-service access to coverage recommendations, ISO forms, PPC codes, lost costs, carrier appetite and more)
- Assess – Assess an account manager’s insurance industry knowledge prior to making the hiring decision. Once hired, use the results to develop the onboarding training plan.
- Train - PL, CL, EB & Producer training modules to expand insurance industry knowledge.
- Support – Searchable database provides quick and convenient answers to insurance industry questions for new and experienced account managers.
Connect with Carriers
PL rater that streamlines the quoting process and enables connection with carriers in real time to obtain multiple personal lines quotes faster; integrates with AMS360.
Small commercial rater with digital client application and forms coupled with real time quotes from carrier partners. Create efficiencies by submitting and placing business quicker.
Employee Benefits small group quoting platform that significantly reduces data entry and the time it takes to go from quote to propose.
Receive carrier documents electronically through downloads.
Connect with Clients
eSignature solution for obtaining client signatures electronically; integrates with AMS360.
Provides a fast, secure, client-centric means for agency bill clients to make a payment; integrates with AMS360.
Provides clients with self-service options for their insurance information. Branded for your agency, 24/7 digital access, secure documents, and data synchronized in real time.
Other
Business process outsourcing solution that provides back-office services and data entry freeing your team up to focus on client facing service activities.