Financing insurance premiums is a lucrative business practice that enhances agency commissions and increases cash flow. But meeting the demands of your customers while successfully operating a finance business is no small task.
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BenefitPoint is a specialized management system for agencies and brokers whose benefits business is large enough that a P&C system causes lost revenue and dissatisfied customers. BenefitPoint helps agencies cope with the unique challenges of […]
The management solution for your core business functions
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more […]
Showcase your unique ability to find the best coverage and creative cost-saving solutions to guide your clients to the right healthcare decisions. Generate professional benefit plan proposals in minutes, then have on-the-spot conversations to quickly […]
As agencies become more sophisticated in how they sell and market insurance, they require new technology designed specifically to manage prospecting, pipeline, and renewals. But that doesn’t change the backbone of an agency and their […]
Prospect customers with more targeted and efficient marketing campaigns. Build a strong renewals pipeline while increasing share of wallet with current customers. Track the success of marketing efforts to focus on tactics that drive pipeline […]
Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance […]
Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Deliver omnichannel customer service by giving your clients online and mobile access to the policy […]
Access client and policy information on demand to improve customer service and sell business more efficiently. Keep client and prospect information current, synchronized and safe across systems to easily manage sales opportunities and enhance customer […]