Inc. T oday's fast-paced insurance agency is expected to generate quotes within seconds while processing applications smoothly. Numerous developments have made the exchange of information much easier and changed the way agents do business. The use of standards also makes integration possible, allowing the same data to flood the next stage of the process.
Rating is a crucial part of agency-company interface.
It is the first step that an agent takes when helping a client obtain coverage. Now agents not only key in information to obtain multiple quotes but, with the push of a button, can send that information to their agency management system or directly into a company upload system. By integrating our rating system with the new business applications, we are able to reduce work by providing single entry. This direct upload relationship provides agents with a streamlined workflow. Computerized rating has been a major tool in agencies for years.