Brokerage Management
The Digital Office, where business is conducted and managed
Access
Anywhere
Access your cloud-based system anywhere with an internet connection. Generate your client’s profile remotely and conduct your business efficiently using the mobile friendly system.
Profiles
Unique profiles that allow distinct functionality for your users in different roles
Administrator
Manager
Accountant
Agent
Executive
Client
EDI and XML integrations with
CSIO
CITS
ICBC
ATOMS™
Policy Administration
Customize each connection with various carriers, and view the REAL TIME status of each application or policy. Centralize your policy administration for better data and cross selling opportunities. Generate required application forms and templates from one system. Securely store documentation and certifications in each client’s individual profile.
Reports & Compliance Management
Analyze your brokerage’s products and service by identifying KPI reports. Create detailed or summarize data using specific filters for insight on performance, efficiency, and forecasting. Manage and track all compliance requirements for the agency in a single view.