Connections™ Agent Portal

Create a vendor selection project
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Indication of coverage against your requirements
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With our Agent Portal, your network of agents/brokers will be able to receive a quick indication of coverage, offering prospective customers an opportunity to see the coverage they’ll receive, as well as a streamlined submission process that automatically triggers the underwriting process for your organization.

Key Features

  • Quote Applications and Submissions
  • Policy, Billing, & Claims List View
  • Policy Documents Download
  • Policyholder Contacts Management
  • Online Bill Pay
  • First Notice of Loss/First Report of Injury
  • Static Forms and Files
  • User Security Management
  • Commission Statements

Key Benefits

  • Extend access to your broker/agents with an elegant and easy to use website.
  • Easy and quick online access to submit first reports.
  • Make it easy for your agents to assess your UW appetite and receive a quick quote on demand.
  • A modern and EASY method for agents to submit new business and receive quick quotes.
  • Supports complex rules and evaluation criteria based on your business rules to automate underwriting in real time.
  • Give agents access to their entire book of business to review details and download documents.
  • Make it easy for policy changes to be requested.
  • Share claim details and trends in easy to understand dashboards.
  • Make documents available online for easy download and viewing.
  • Share a wide range of files, including photos, videos, and documents.
  • Provide answers to common questions directly within the portal with self-help tools.
  • Give broker/agents access to commission statements to review or download.
  • Publish reports for portal users to access and run in real-time.
  • End to end encryption to keep all communications secure and away from prying eyes.

Product/Service details