Duck Creek Distribution Management

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Duck Creek Distribution Management helps insurance carriers effectively drive revenue growth through their producer networks. With the ability to optimize onboarding and credentials validation, ensuring continuous compliance, accurate and timely compensation and manage agency performance and relationships, as well as automating activities, carriers can increase the productivity of their producer networks while increasing their own operational efficiencies. Distribution Management supports all Lines of Business for all Carriers.

Key Features

The Duck Creek Distribution Management platform supports the entirety of the relationship lifecycle and processes related to a carrier’s distribution channel.

The Duck Creek Distribution Management platform is comprised of four (4) solutions:

Onboarding and Compliance Key Product Features:

  • Automated Onboarding Workflow
  • Online Application Forms
  • Electronic Signature
  • Real time Background Check
  • E&O Tracking & Renewal Alerts
  • Cyber Liability Tracking & Renewal Alerts
  • Contract Management
  • Agency Setup
  • Agency Demographics
  • Compliance Dashboard
  • Licensing through NIPR
  • Appointments & Terminations through NIPR
  • Just in Time appointments
  • Renewal & Reconciliation
  • Regulatory Information
  • Continuing Education/Trainings
  • Hierarchy Management
  • Mergers & Acquisitions
  • Reports
  • Agency Codes
  • Product Validations
  • Perform Bulk actions

Compensation Management Key Product Features:

  • Commission Schedules
  • Incentives / Profit Sharing Schedules
  • Schedule Rate Adjustment & Approval
  • Mass Schedule Attachments
  • Agency Specific Commission Rates
  • Calculation Engine
  • Commission Statement
  • Incentives / Profit Sharing Statement
  • Conferences and Trips
  • Adjustments & Approval
  • Annual Rate Adjustment Process
  • Agency Code Bank Information
  • Check Writing & ACH
  • Reports
  • Audit Reports

Partner Performance & Relationship Management Key Product Features:

  • Call Reports
  • Notes
  • Forecasting & Annual Plans
  • Tasks
  • Automated Workflow Alerts
  • Production Experience Report
  • Actual Vs Planned
  • Performance Reports
  • Relationship Reports
  • Management Dashboards

Agency/Agent Self Service Portal Key Features

  • User Creation and Management
  • Access to Agency Information
  • Request Creation and Approval Workflow
  • Request Dashboard
  • Access to Reports
  • Email Notifications and Alerts
  • Commission Statement Download
  • Incentive/Bonus Statement Download
  • Agent Dashboard

Key Benefits

Duck Creek Distribution Management key/differentiating features include (but not limited to) the following:

  • Digital Onboarding – Streamlined digital workflow for agency/agent onboarding and contracting with built-in integrations for E-signature, background checks, and license verification.
  • Hierarchy Management – Easy mechanism to create and maintain multiple-level hierarchies.
  • Automated Just-in-time Appointments – Seamless integration with Duck Creek Distribution Management, Core Policy systems, and NIPR to enable JIT appointments.
  • Effective Merger & Acquisition & Book of Business Transfer Functions – Ability to manage B2B transfer of MGA, broker, agency, agent, book of business, and stand-alone policy transfers.
  • Flexible Compensation Plans – Users can easily set up complex commission and incentive structures leading to timely and accurate commission and incentive payments
  • CRM for Building Agent Relationship – Tools like call reports, annual plans, notes, tasks, and others are available to document and understand agent perspectives.
  • Tracking Agency Performance – Production report, agency profile, scorecard, ranking, and others allow sales and marketing teams to effectively review agency performance.
  • Robust Reports – 80+ out-of-box reports that can be filtered to accurately review powerful KPIs needed by carriers for compliance, performance, compensation, audit, and other agency activity.

Product/Service details