Agent Portal

An intuitive solution that enables better engagement and increases productivity

Information at your fingertips

A feature rich, configurable portal for agents to accomplish their work whenever and wherever, designed to maximize the number of no-touch interactions bringing details like contact information, policy data, and coverages to your fingertips.

Key Features

  • Fully integrated with policy administration, claims management and billing & accounting
  • Available for all Property & Casualty lines of business
  • Generate all Policy forms and correspondence, real-time
  • Access various management reports, real-time
  • Provide agents with easy access to the policyholders
claims history
  • Complete management of billing information
  • Support various payment methods
  • Automated invoice generation and submission to
the policyholder
  • Robust security, utilizing permission-role-based access controls
  • Consistent look and feel, flexible user interface, simplified digital experience for all users
  • Ability to send timely notification messages to agents
and policyholders
  • Support workflow and rules configuration for all
agent transactions
  • Full-featured mobile application
  • Support e-signature capture and verification
  • API integration with any third-party technology


Improve Agent efficiency and productivity

Ability to focus on more complex service tasks and
relationship building

Better customer engagement

Reduce engagement friction and allow for greater business growth

Reduce overall support costs

Drive down maintenance and support costs with intuitive tools and automating data exchanges

Improve visibility

Greater information exchange – flexible portal access anywhere, anytime, on any device

Enhanced customer satisfaction 

Instant gratification – policyholders do not have to come into the agent office to get insurance cards, make changes, or sign policy and claim documents