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 for multiple lines of business.
They also act as the landing page for uploads from Agency Management Systems and third-party raters to ensure accuracy, completeness, and eligibility, and to quickly, effectively process quotes, new business submissions, and endorsements within personal lines, and workflow management, task management, automation and collaboration for commercial lines.
Insurance carriers turn to iter8 for proven portal solutions that are regarded as superior in both functionality and technology.
For multiple lines of business:
- Personal Lines – Auto, Habitation, Specialty
- Commercial Lines – Packages such as BOP, Retail, Hospitality, Fleet, Church, Contractor, Liability, Property
- Consumers – Inquiry, policy change, new business
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.
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.
iter8 portals handle a wide range of business transactions:
- Policy Inquiry
- Policy Change
- New business Quote/Quick Quote
- Full new business submissions