Agency Portals

Effective, connected, agency portals are not merely web-enabled policy administration systems, rather they provide a sales and service workflow that provides agent ease of doing business, and improves underwriting speed, performance, and efficiency. Winning, prosperous carriers are using modern portals to successfully differentiate their products and services, and generate sustainable, profitable growth.

Such carriers turn to iter8 for portal solutions that are regarded as superior in both functionality and technology.

 

Flexible, modern user experience:

iter8 agency portals lever Web 2.0 tools to enhance user participation and interaction, and provide overall ease-of-use. iter8’s deep understanding of insurance processes enables collabor8 to merge technical policy information with sales processes to maximize effectiveness, usability and overall user satisfaction.

 

Connected:

iter8 agent portal solutions are built to provide agents with “choice” in how they interact with their chosen carriers. Transactions can begin within an agency management system, within an agent portal, or with other third party products such as third-party rating systems.

Breadth:

iter8 agent/broker portals handle a wide range of business transactions:

  • Policy Inquiry
  • Policy Change
  • Endorsements
  • New business Quote/Quick Quote
  • Underwriting
  • Full new business submissions

For multiple lines of business

  • Personal Lines – Auto, Habitation, Specialty
  • Commercial Lines – Packages such as BOP, Retail, Hospitality, Fleet, Church, Contractor, Liability, Property

Web-based connected agency portal  

 

 

 

 

 Agent and Broker connectivity and interface

 

 

Article: Gore Mutual Insurance Case Study Ease of Doing Business: A Business Guide to Modern Agent PortalsArticle: Gore Mutual Insurance Case Study

Ease of Doing Business: A Business Guide to Modern Agent Portals