Not having a reportable service standard for quoting
Feeling like duplicate entry would be an improvement
Not having a single place to manage sales workflows
Knowing you could easily double submission flow if your operation could offer submitting agents a definitive set of service standards
Agents asking for more product, but your operation not having the marketing resources to meet their needs
One electronic front door for a uniform submission experience
Programmatic assignment of submissions to sales and underwriting staff
Retailer dashboard for real-time communication on submissions
Automated clearance and underwriting tools to augment internal staff reviews prior to quoting
Real-time quoting for many lines of business, carriers and programs
Sales workflow and CRM toolset to manage sales documents and emails
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