Key Features
Automated Policy Purchase & Renewals:
End-to-end digital sales journeys with renewal reminders
Comprehensive Records Management:
Centralized, secure database for all client and policy records
Multi-Insurer Product Access:
Aggregate access and quote comparisons across insurers
Renewal Tracking & Notifications:
Stay proactive with real-time renewal status and alerts
Mobile-Optimized Agent Dashboard:
Manage business remotely with a sleek, intuitive interface
Automatic Document Submission to Insurers:
Instantly submit required documentation to partner insurers upon policy issuance or renewal.
