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AgencyPort Launches Enhanced AgencyPortal™ Platform with Version 3.4

New release provides expanded transactional processing capability and improved systems upload experience.

AgencyPort Insurance Services, a leading provider of web-based solutions designed specifically for property and casualty insurers, today announced the release of an enhanced version of its AgencyPortal™ product, Version 3.4. The new AgencyPortal™ 3.4 features include:

Enhanced support for “Change Management” transactions (e.g. Endorsements, Renewals, Rewrites, etc.). This includes new user experience components that make it easier for an agent or user to make changes over the course of the transaction. In addition, these capabilities have been designed to take full advantage of the ACORD XML specification and adopt the ACORD ‘ModInfo’ aggregate for communicating policy change information to downstream systems.

Improved support for field validation and data edit configuration. The new field validation engine greatly reduces the effort required to implement carrier specific data validations and provides numerous usability enhancements for the agents.

Enhanced ‘upload’ experience. AgencyPortal’s enhanced change management infrastructure is now leveraged to make Agency Management System real-time quoting or bridging transactions more dynamic and user friendly for agents. In real-time and at first view, the agent is informed of any missing or problematic data, easing and speeding the time it takes an agent to quote, bind, endorse or renew a policy transaction.

“With AgencyPortal™ 3.4, our customers differentiate themselves in the marketplace by providing their agents with a comprehensive, easy-to-use web system for processing all types of transactions,” says Steven Hauck, president of AgencyPort. “These particular enhancements reflect the unique combination of our leading agent portal and interface software, offering carriers a strategic web platform for product distribution.”

About Sword Insurance

Sword Insurance, a Sword Group division, delivers software solutions that help companies around the world sell their products and service their clients throughout the customer lifecycle. We are the first to offer the unique combination of policy administration, CRM and distribution technologies along with robust business intelligence tools—a powerful mix that makes the complex business of insurance easier and smarter, and helps our customers seize opportunities and gain a competitive edge quickly.