Not being able to attract and retain the best agents
Lacking the markets you need to meet market demand
Poor service quality because you don't have a submission management tool
Having to manually quote almost every commercial risk
Looking for a CRM toolset to manage all aspects of your agency relationships
Knowing you could reduce costs if self-service rating and policy servicing tools were used
Manage all aspects of sub-agent relationship: member application, training, carriers available, lines of business, states available, licensing, E&O, commission payments, and reporting
Self-service submissions and application quoting for all lines of business
Automated and agent-facing policy self-service toolset
Rules-based workflow for submission management and assignments
Rules engine for underwriting, appetite management, and exclusionary rules for all carriers
Automated renewal processes and requoting of unsold policies
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Depending on your needs, be up and running in minutes, or work directly with our in-house developers for onboarding.
As soon as you are up and running in minutes with InsureZone, you can begin to reap all of the benefits of our solution.