[01]
/Broker submission data pulls
Automatically pull ClaimSearch, D&B, DMV, and LexisNexis for every incoming broker submission - before the underwriter opens the file.
[02]
/ACORD form submission to carrier portals
Agents read ACORD data from your AMS and re-enter it into every carrier portal in parallel. Producers stop doing copy-paste and start closing.
[03]
/Carrier questionnaire completion
100+ field carrier questionnaires that took an hour per submission now complete in under 10 minutes - without an agent touching them.
[04]
/NAIC SERFF regulatory filings
Agents navigate state regulatory portals and file on your team's behalf. Every submission is logged with a complete audit trail.
[05]
/Reinsurance portal submissions
Automate submissions across Guy Carpenter, Aon Re, and Gallagher Re portals. No manual re-entry, no missed windows.
[06]
/Commission & producer management
Agents pull and reconcile commission data across producer portals and log it back to your system of record automatically.