Agents know how hard it is to sell, service, and manage insurance policies. If you're tired of:

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Manually onboarding clients

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Searching for hours for the best insurance products for your clients

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Missing out on renewal opportunities and warm lead opportunities

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Failing to manage all of the back office documents, calendaring, assignments and leads

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Not being able to see a big picture report of your business performance

Let us show you why 15,000 agencies are using our solutions today:

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Automated application prefill to get your clients quoted faster

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Comparative rating that returns bindable quotes (Personal and Commercial)

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Automated renewal reminders and quoting services to increase your policy retention

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Back office solutions for documents, calendaring, and lead assignments all in one place

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Useful reporting to manage cancellations, renewals, losses, production and commissions earned

If you’re ready to increase your revenue, save time and free up your time for growing your business, let’s get started:

Schedule a Demo

Click below to schedule a demo and member of our team will be in touch with an in-depth demo of our product and services.

Onboard InsureZone

Depending on your needs, be up and running in minutes, or work directly with our in-house developers for onboarding.

Optimize Your Business

As soon as you are up and running in minutes with InsureZone, you can begin to reap all of the benefits of our solution.

Description:

Appulate powers the digital transformation of insurance by bringing together the insured, agent, wholesale broker, MGA and carrier on a single “point of sale” platform. The primary function of the Appulate service for InsureZone is to enable the upload of an ACORD application directly to InsureZone from any agency management system. If an agency can view their client data in an ACORD form in their agency management system, they can directly “print” that data to InsureZone. The Appulate service converts the ACORD app to ACORD XML data and then maps that data into an Appulate submission tool. It’s at this point in the process that the InsureZone partnership adds real value.

How InsureZone uses this service:

How InsureZone uses this service: Agents submitting applications to any of the InsureZone brands can use the Appulate service to bridge commercial client data from any agency management system directly to the InsureZone Platform. This process is possible via three methods; (1) drag and drop the ACORD file, (2) browse to the ACORD file, or (3) print the ACORD app directly to InsureZone via Printer Driver. Once the ACORD application is received and routed through Appulate, the InsureZone platform maps the ACORD XML data directly into its commercial application. The user interface then opens a new browser window and allows the agent to review and answer any additional questions required by the carriers that have an appetite for the risk. Using this methodology, with one application, an agency can submit applications to all carriers at the same time. Results from carriers quoted are returned to the agency’s dashboard.

Benefits of Partnership:

The ACORD upload functionality is available for 6 lines of business:

Commercial Umbrella

Business Owners

Commercial Property

Commercial Auto

General Liability

Workers Compensation

Description:

Since 1931, The National Association of Professional Insurance Agents (PIA) has represented independent insurance agents in all 50 states, Puerto Rico and the District of Columbia. PIA was founded with nine objectives that are as relevant today as they were back in 1931:

1. Educate agency owners and staff about insurance concepts;

2. Keep agents informed about changing company offerings;

3. Allow agents to assist one another in proper underwriting of their business;

4. Increase cooperation between carriers and agents;

5. Encourage uniform policy writing and assist in proper form completion;

6. Advocate for agents in legislative matters;

7. Foster acquaintanceship among agents so they could support one another;

8. Protect the American Agency System.

How this partnership works:

InsureZone is the wholesale service and technology provider to the PIA National and operates the PIA Market Access Program. InsureZone created a branded version of its wholesale platform that is available to any PIA member. This program and the underlying technology platform provides PIA members across the country with access to over 50 personal and commercial carriers, submission management, real-time rating, automated workflow for the assigned underwriting staff, an agency dashboard, online policy servicing, document management, AL3 download via IVANS, and access to all of the 18 tools available from InsureZone. The PIA Market Access program is offered as a membership benefit to PIA members at a discount to regular pricing. PIA National benefits from the program in that it allows them to offer a fully outsourced wholesale services solution to its members without the typical investment in agency staff and all of the other tools needed to run a wholesale operation.