Portals to Empower Underwriters, Insureds, Agents and Shoppers

With dynamic portals, insurers of all sizes enjoy easy access to powerful functionality tailored to their unique needs.

We offer optional insured, agent and shopper portals to enable access and administration across the entire user ecosystem.

Extensive, user-friendly portals
that can be accessed 24/7
Underwriting Portal
  • Multiple referrals levels
  • Workflows
  • Multiple task groups
  • Direct policy entry capability
  • Call center support and customer maintenance
  • Document generation and 24/hr management
  • Easily configured dashboard providing real-time metrics
  • Account view and advanced search
  • Complete policy servicing functionality
Insured Portal
  • Immediate 24/7 access from anywhere to a single, current source of information
  • Sign up for automated bill pay
  • Full self-service capabilities
  • Retrieve policy documents on demand
  • Check billing status
Agent Portal
  • Generate customer quick quotes
  • Print declaration pages, proof-of-insurance cards and rate proposals in real time
  • View all pending quotes
  • E-signature capabilities
  • Underwrite policies automatically according to guidelines and kick out exceptions to an underwriter
  • Enable straight through processing
  • Ability to co-brand user interface
Shopper Portal
  • Anonymous customer quick quotes
  • Straight through processing
  • Real-time printing of declaration pages, proof-of-insurance cards and rate proposals
  • Make immediate payments or sign up for automated bill pay
  • Real-time policy issuance with multiple payment processors integration
Extensive, user-friendly portals
that can be accessed 24/7
Discover our advanced Systems Administration with versatile integration
Additional Policy Features
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