Agent Portal
Move Beyond Emails with a Unified Portal.
Eliminate scattered emails and manual follow-ups with a centralized Agent Portal for Insurance carriers.
Dropbox for streamlined email intake-reducing long chains to just two messages.
Next Gen Submissions for Carriers
Zero-Email Vs Two-Email
Both solutions integrate seamlessly with your existing systems, allowing carriers to choose the approach that best fits their agent network and workflow requirements.
Agent Portal
Zero emails needed-eliminate email communication entirely with a centralized agent portal that integrates seamlessly with your existing systems.
Overview
Eliminate email communication entirely with a centralized agent portal. Agents gain direct submission capabilities, access to their entire book of business, and real-time visibility into all interactions-replacing email workflows completely.
Direct Submission Capabilities Solution
Submit applications directly through the portal—no email required.
Complete Book of Business Access
View and manage your entire book of business with summary statistics.
Centralized Communication View
All details tracked in one place-no scattered email threads.
Real-Time Submissions Status Tracking
100% visibility into submission status and carrier responses.
Submission Experience
Guided workflows ensure complete, accurate submissions every time.
Transparent Workflow
Replaces email workflows with a structured, transparent, auditable process.
Submissions Dashboard
+New Submission
Recent Submissions
Agent Dropbox
Two emails only-significantly reduce email clutter with a smart dropbox-style intake system that integrates seamlessly with your existing carrier workflows and processes
Documents Upload
Drop files here
or click to browse
PDF, JPG, PNG, DOC up to 10MB
Email Dashboard
GL Application - XYZ Corp
Property Docs - 123 Main St
Workers Comp Package
Overview
Reduce email chains to just two messages-one for the submission and one for the carrier response. Our intelligent dropbox intake system resolves 60-90% of issues related to excessive emails and document handling.
How It Works
- 1Carrier sends one response email-no back-and-forth needed
- 2AI extracts, classifies, and indexes all attachments automatically
- 3Agent sends one email with all documents to the dropbox inbox
- 4Documents are routed to the workflow and organized in repository
Email-Based Document Submission
Agents simply send documents via email to a dedicated inbox-no portal login required.
Intelligent Document Intake Process
AI automatically processes and extracts key information from submitted documents.
Automatic Classification
Documents are auto-classified by type and routed to the appropriate workflow.
Reduced Manual Email
Eliminates the need to manually sort through email attachments and organize files.
Carrier Benefits
That Drive Results
Experience the measurable impact of streamlined submission processes on your operations.
Agent Satisfaction
Intuitive submission experience with real-time status updates keeps agents informed and eliminates frustrating follow-up calls.
Quote Velocity
Accelerate quote turnaround times with structured submissions, automated validation, and streamlined carrier workflows.
Submission Analytics
Gain real-time insights into submission volumes, processing times, approval rates, and agent performance with comprehensive dashboards.
Carrier Customization
Tailor workflows, branding, submission fields, and validation rules to match your specific underwriting requirements and agent expectations.
Document Processing at Source
AI-powered extraction and classification at the point of submission eliminates manual sorting and ensures documents are indexed and routed instantly.
Carrier-First Operations
Eliminate scattered email submissions and manual workflows with a unified intake system designed specifically for carrier underwriting efficiency.
Ready to Streamline
Your Agent Submissions?
See how the Agents Portal can transform your submission workflows. Schedule a personalized demo and discover the power of frictionless agent-carrier communication.
Agents Portal
Join leading carriers who have transformed their agent submission experience.