We want to enable the modern agent to become more digital by helping them reduce mundane tasks. Providing these tools will improve their sales performance, increase their sense of connection to the insurance company and allow them to better manage their customers.

By providing your agents with visibility and tools at their fingertips, you enable them to easily acquire customers, make faster quotations, view their performances via dashboards, and engage them in competition with promotions and campaigns. All of these are proven factors that help increase the sales performance of agents.

Our team not only provides integration and support, but we also provide training support ensuring that your staff and trainers know how to use and configure the platform to best serve your agents. We can also provide direct agency training at an additional cost at your request.

Usually, integration takes around 6 weeks from the signing of the agreement. The integration and configuration involve mapping of the data to our systems, connecting via APIs, SFTPS, or csv uploads to populate the platform with your data to use the functionalities.

The data required to leverage the platform will depend on the functionalities that you want. In general the platform will require agency data, policy data, and product data. With these 3, our platform can open functionalities such as quotations, requests, agency profiles, dashboards, reports, promotions, campaigns and more.

Our platform is designed to be effective at a low upfront cost to any insurance company. We charge a one-time implementation fee and regular monthly SaaS fees for the platform. With these costs, we take care of all infrastructure, security, backups, hosting, upgrades, and maintenance, and best of all, we give you unlimited agent accounts!

The platform is designed to be mobile first and can be used across all devices and operating systems regardless of size. You don’t need to install anything or worry about which device to use ever again!