For Insurance Agencies
What does your CSR's screen actually look like?
Four screens, four workflows. No marketing jargon, no feature tour. Just what your team sees, click by click.
How does a renewal land on the CSR's queue?
Sixty days before expiry, the policy auto-flags into the CSR's renewal queue. Carrier quote, prior-term claims history, and any outstanding endorsements are pulled in automatically. The CSR opens the file already prepped. No chasing, no re-keying.
- 1Quote pulled directly from carrier API
- 2Prior claims history attached
- 3Endorsements queued for client signature
What does a client see when they open a claim?
The client opens a self-service FNOL form on their phone. They upload photos, describe the incident, and submit. The claim arrives in your queue with timestamps and adjuster notifications already routed. They check status from the same screen any time, without phoning the office.
- 1Phone-first FNOL form
- 2Photo upload, geo-tagged
- 3Real-time adjuster status
Where does an endorsement request actually go?
Client requests an endorsement through the portal. A vehicle change, a coverage adjustment, an additional named insured. The request lands against the active policy with a full audit trail. Carrier confirmation feeds back into the same thread; nothing is buried in inbox archaeology.
- 1Endorsement attached to policy
- 2Carrier confirmation in-thread
- 3Audit timestamp on every change
What does a regulator see when they ask for the file?
Every interaction. Quote requests, endorsements, claims, communications. Is logged against the policy with timestamps and actor identifiers. Pull a single PDF report for any policy at any time. RIBO-aligned recordkeeping, no manual reconstruction, no scattered files.
- 1Single PDF audit report
- 2Timestamped interaction log
- 3RIBO-aligned recordkeeping
Want to see the technical depth behind our solutions? Read our case study
Ready to scale your agency with precision?
Join the forward-thinking agencies turning administrative burdens into growth opportunities.