FOR BROKERAGES
Connect instantly with your clients and insurers.
Target the most relevant clients to your expertise and skillset
- Target the most relevant clients to your expertise and skillset
Only reach clients matching specific data points including industry, proximity or type of insurance sought. - Pay only for clients you connect with
Set your desired budget for month and pay only once your company is selected through the platform. - Customize your group's appearance
Customize your logo and data shown to reach potential customers and showcase your abilities.
Anything from standard to complex
Whether dealing with simple or complex risks, streamline the sharing of information between clients and insurers with appropriate privileges.
Create underwriting rooms to accomodate (and approve) questions and discussions between underwriters and clients.
Control what gets passed and what doesn't
Maintain total control of data getting passed along to protect any undesired client disclosures.
- Edit forms after the fact
Pick up where the client left off, complete forms to assist the client's information completion process. - To insurer forms instantly
Export your client's forms in any insurer form to streamline its underwriting. Don't have the form you're looking for? uploaded it and we will fill it out for you. - Export to your systems
Using our custom API, export data to your proprietary systems instantly.
Get started today for free.
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