AgencyPortal™

Offer a Front End That Does Back Flips.

AgencyPortal™ is the state of the art, web-based platform that allows P&C insurance carriers of all sizes to execute key business transactions quickly and easily with their agents, brokers, MGAs or policy holders. Mature and rigorously-tested, AgencyPortal™ is the leading independent portal, and includes all the components necessary to extend the workflow of a carrier's policy processing environment out to multiple distribution channels. Capabilities include:

  • Submiting claims and new business applications
  • Processing endorsements
  • Quoting renewals
  • Obtaining new business quotes

Add to this our Toolkit, The XARC Rules Engine, and a Connector architecture—designed to plug AgencyPortal™ into rating systems, policy systems and third party data services—and carriers have what they need to move their businesses to the web quickly and easily.

Built for a safe, smooth ride.

Want to be a hero to your agents? A god to your customers? Make their life easier. Improved workflow, collaboration, minimal re-keying and a simple overall experience are at the core of AgencyPortal's™ design. And to get there, we've gone straight to the source for direction. Whether you're working with policy holders, policy producers or employees, we've designed Portal from where they sit.

Super quick 3

We know it's all about speed—enough to stay ahead of your competition and to deliver on your promises. For us, speed and speed to market are core values. Not only is our product lightening fast, our platform is entirely ACORD XML-based, bringing value right out of the gate with pre-built web applications we call ACORD Templates—getting you live quickly and easily.

And once launched, AgencyPortal™ gives you the quick-footedness you need to meet changing business needs, product specifications and market conditions quickly. All solution maintenance and customization can be implemented by you through our Toolkit. Your changes. Your control. Your timing.

Super flexible.

AgencyPortal™ is designed to fit into your environment, no matter what it is or how it changes. Implementing a new Policy System? Keeping it forever? Migrating from one to the other—or several? It doesn't matter. Our goal is to extend your current assets, not replace them—and always from behind the scenes. Go ahead, use your rating and rules engines. And if you're ready to move to a new system, your agents and distribution partners won't notice.

Power beyond the point of sale.

There are many touch points along a policy's lifecycle between the point of sale and policy renewal—moments that represent great opportunities to further understand, influence and steward your customers and give them a stellar experience that they will want to repeat.

Our unique insurance CRM solution integrates web-based points of sale with a multi-channel customer-centric point of service solution, giving producers, underwriters, call center reps, and claim center reps a holistic view of customers, and your customers, partners and agents a gold standard in service no matter how they reach you—online, via twitter, phone, email, Facebook, in writing or in person.

Be a hero to your agents, too.

AgencyPortal™ combined with our agent interface solution, AgencyConnect™, gives agents and other distribution partners the easiest, most intuitive user experience around. Whatever the transaction—policy inquiry, real-time bridging, real-time rating, endorsements—AgencyConnect™ is your gateway to interfacing simply, cleanly and seamlessly with agency systems.

Ask us to demonstrate how AgencyPortal can improve your producer and policyholder satisfaction. A winning portal delivers more new business and higher retention rates. Call us on 1 (866) 539 6623 or write to .

insight: from the blog