The Certificate of Insurance Issuance Agent verifies coverage, applies the right additional insured wording and sends each COI, so CSRs stay with clients.
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The Risk Assessment Data Gathering Agent checks each commercial submission against a risk-type checklist and packages it per carrier, freeing staff.
The Risk Assessment Data Gathering Agent requests loss runs, schedules and financials from clients and prior carriers, so producers stay with the prospect.
The AgentWorks Underwriting Submission Preparation Agent fills ACORD forms and formats each carrier's submission, so producers stay with insureds.
The Loss History Analysis Agent requests loss runs, normalizes every format and builds a loss summary underwriters can price from, so producers can sell.
The Pricing Agent chases carrier quotes, lines up deductibles, exclusions and endorsements, and hands the producer a comparison ready for the client.