PROGRAM HIGHLIGHTS

Agent Fido

Consolidate your workflow from submission to closed sales, along with e-mail integration and document management in one place.

Home prefill applications

Get a premium indication from just 8 data points. Provide us with your client’s name, date of birth, contact information, and address and we’ll take care of the rest!

Acord Upload from any agency management system

Upload an accord form and we’ll pull the data from that form into our application. No more data reentry.

Electronic Personal, Commercial and Surplus lines rating

Whether you use your contracts or ours, we can electronically rate 37 personal lines carriers, 32 commercial lines carriers, and 12 surplus lines carriers.

Online Policy Servicing

Our 24/7 automated servicing department manages your online service request submission, tracking and policy documentation

Rate Quote and Bind Online

Electronically rate a risk, provide the proposal and click into the carrier’s site via SSO to collect payment and retrieve the policy binder.