Our technology offers automation of the group insurance sales and underwriting process. We transform the quoting, enrollment, administration and premium billing into one streamlined operation, or configure it to meet individual carrier needs.
- Life and AD&D
- Health
- Voluntary
- Disability
- Critical Illness
- Workers Compensation
- Vision
- Dental
- Sales
- Underwriting
- Analytics
- Collections
- Premium Billing
- Enrollment
- Proposal & Carrier Documents
- Quoting & Rating
- SaaS/Seat Licensing
- Carrier Specific Workflow
- Producer & Employer Support
- Carrier & Agency System Integration
- Customizable & Scalable Modules
- Role-Based Security
- Producer Portal
- Producer Appointment & Licensing
- Automated Producer License Monitoring
- Producer Training
- Variable Commission Payment & Reporting