Remember When Legacy Meant Something Good?
The business of insurance requires us to track some basic items: policy terms, payments and activities. These transactions usually happen within agency management systems. As agencies grow and deal with more complex placements they quickly outgrow the capabilities of a single system. For this reason most larger agencies have multiple systems that often don’t play well together. How do you get your P&C system to talk to your benefits system, CRM, carrier portals, client portals, accounting systems and all the other systems your agency needs? We can help you navigate the madness.
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Underwriting Systems
Do you have the pen? Whether you manage traditionally-backed program business or act as a full managed general underwriter you have specific needs that go beyond what a retail agency system can provide. Account clearance, rating, quoting and policy issuance systems exist but often require a higher level of integration. We have experience developing, selecting and integrating underwriting systems for wholesalers of all types.
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