Entering transactions manually is time-consuming and increases the margin for error. These time-saving tools for your Vertafore agency management system automatically track and reconcile activity with carriers, streamline operations, enhance customer service and give you more time to grow your business.
Personal Lines Download advantages:
- Supports personal auto, dwelling fire, homeowners, inland marine, umbrella, package and other lines of business.
- Automatically downloads policy detail and ongoing transactions to synchronize carrier system data with data in your management system.
- Affordable and easy to set up and start using.
Commercial Lines Download advantages:
- Supports business owner’s package (BOP), general liability, property, worker’s comp and other lines of business.
- Automatically downloads policy detail and ongoing transactions to synchronize carrier system data with data in your management system.
- Affordable and easy to set up and start using.
Direct Bill Commission Statement Download advantages:
- Automates download of monthly carrier direct bill commission statements.
- Gives agencies the flexibility to review and fix any items before posting the statement.
- Affordable and easy to set up and start using.