Comprehensive insurance transaction software 

Make every interaction easier.

• Workflows: Offer agencies an aggregated, streamlined, and standardized workflows to improve their interactions with you
• Passwords: Allow agencies to instantly sign into your website from their management system with our Carrier Passport feature
• Simplicity: Use the workflow to collect and transmit data once to increase productivity

Be easy to work with.

• Ease of use: Be friendly and set yourself apart from other carriers and MGAs who are difficult to work with
• Provide value: Provide agencies with a software solution that is free for them to use
• Management systems: Integrates directly with AMS360 and Sagitta to create seamless interactions with agencies

Manage data and reduce risk.

• Risk: Reduce E&O exposures and human error by creating and transmitting data securely
• AMS bridging: Data sent directly from AMS360 or Sagitta, instead of requiring redundant and inaccurate data entry processes
• Access: Bridge data in real-time instead of waiting for it to be entered manually

Insurance billing software and claims management software that facilitates:

• Instant access to policy, billing, claims and loss run information
• Process endorsements
• Quote request submissions
• Receiving claims information and carrier notifications, as well as ePolicy delivery through Activity Notes Download

Insurance billing software and claims management software that facilitates:

• Instant access to policy, billing, claims and loss run information
• Process endorsements
• Quote request submissions
• Receiving claims information and carrier notifications, as well as ePolicy delivery through Activity Notes Download