Operations panel
All of an intermediary's work on one screen.
Customers and their vehicles, multi-insurer quotes, policies, renewal and new-business tracking, claim files, reports, the calendar and team work in one workspace.
Highlights
- Quotes from 14 insurers at once, comparison and policy issuance
- Endorsements, renewal tracking, new-business tracking and policy import
- Claim files: document checklist, e-mail threads and service-time tracking
- Chat, announcements, calendar, leave and request approval flow