Pay Online for services
Pay agency or direct bill invoices online using
your established credit card processor. Choose
which insurers you want to provide credit card
option to or redirect to the insurers payment
portal. Pay using the desktop or a mobile device.
Documents provided to clients will be automatically
downloaded and added to their accounts.
When an account is adjusted, the client is
automatically notified. IE: new documents,
invoices, expiry notices, changes to account
details, and new account activation.
Security Focused Infrastructure
End to end TLS 1.2 256 bit encryption. Information
is handled as if it were a shopping cart purchase
Forms can be unique to your brokerage and are
used to support custom services for your clients
needs. Does your brokerage have specialized
agriculture services? Specialized fleet services?
Workflow manager for brokers to streamline
their daily tasks. Time saving features allow
brokers to engage clients in a meaningful way.
A birds eye view of the client account. This
allows the broker to quickly handle client
requests and improve client service.
Complete CRM functionality to notify clients.
Stay in touch with your clients by email or push
notification. Company newsletter, policy change
notification and marketing information.
Track and identify workloads for each broker.
Use client history or jump to clients features to
restart broken workflows. Reports and
performance indicators for brokers and managers.