CD Quoting Portal

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Overview

As a compliment to the proven, enterprise-class rating engine (CD Rating), CD Quoting Portal provides a unique user experience that focuses on the front-end point-of-sale that can process quotes all the way through policy issuance. Built on an API-First architecture, CD Quoting Portal streamlines and automates workflows, data capture, and questions for new business, renewals, endorsements, and cancellations. With a seamless integration to CD Rating, the CD Quoting Portal is automatically updated via product changes in CD Rating without any coding or IT involvement. Integration with third-party data services (Lexis Nexis, Polk, Map Risk, etc.) can pre-fill quote information without re-keying data. Generation of quote letters, forms, and other required or optional documents, as well as links to underwriting manuals is available out of the box.

Every quoting portal is custom branded to meet your company's requirements for a full personalized eperience.

Key Features

  • API-First architecture
  • Custom-branded portal experience
  • Pre-integrated with CD Rating
  • Integate with third party data services
  • Dynamically updated with product changes in CD Rating
  • Streamline quoting process with data pre-fill
  • Any line of business for new, renewal, endorsements, and cancellations
  • Generate quote letters, policy forms, rating worksheets, etc.
  • Complete the quoting processes all the way thru issuance.

Key Benefits

  • 100% referenceable client base
  • Go live in 8 weeks or less for most lines of business
  • zero failed projects
  • 1 person needed to implement your project
  • 100% configurable environment
  • Real-time performance metrics on book of business
  • Any line of business
  • Nothing to install or infrastructure to manage
  • no special skills required