All the benefits of Comparative Rating and Leads 2.0 plus much more...
The tools you need to manage the web presence of your wholesale or retail agency operation.
Membership Management
- Online agency membership application
- Administrative interface for agency approval and status management
- E&O Management Tool – automatically locks out users who have not provided an updated copy of their E&O dec page.
- Template email module that automates email communications for E&O maintenance and agency membership payments
- Online payment tools
Submission Management CRM
- Receive only completed applications that are fully field-level validated
- Dashboard allows tracking of submissions from quote to bind
Appetite and Underwriting Rules Engine - Clowser
- Allows appetite and underwriting rule management and display by carrier, by state, county, city, zip code, line of business, and class code.
- Submission filtering based upon all of the criteria mentioned above
- Submissions cleared through automated underwriting rules down to the zip code and data element level prior to submission to carrier.
Other Features – White Label Sites
- Flat monthly charge per user (no transaction fees)
- Fully branded to your agency look and feel.
- Available for both personal and commercial lines
- Currently in use by over 7,000 agencies
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