Specific Features
Brokerage Workflow
Orchestrates submission intake, market selection, quoting, and bind-ready tasks for retail and wholesale brokerage teams. It standardizes steps and documentation so placements move faster with fewer handoffs.
Issuance Workflow
Guides post-bind issuance including forms, endorsements, artifacts, and delivery. It reduces rework with templated steps and required-data checks.
Role-Based Task Assignment and Queues
Automatically assigns tasks based on role, authority, skills, and availability. Balanced queues improve throughput and ensure the right work reaches the right people.
SLA Tracking and Escalations
Monitors due dates with timers, alerts, and escalation paths. It limits SLA breaches and helps leaders intervene early.
Custom LOB and Carrier Workflows
Configures steps by line of business and carrier-specific requirements. Tailored workflows enforce the correct forms, reviews, and compliance checks.
Workload Visualization Tools
Provides dashboards, calendars, and queue views for capacity and bottlenecks. Clear visibility supports staffing decisions and on-time delivery.
Approvals and Authorization
Enforces layered approvals tied to authority limits and role. A complete audit trail supports governance and market compliance.
Work Ownership and Team Handoffs
Defines task ownership and structured handoffs across teams. It reduces leakage and clarifies accountability from start to finish.
Certificate of Insurance Requests
Centralizes COI intake, templates, issuance, and tracking. Faster, consistent responses reduce service backlogs and E&O exposure.
Loss Run Requests
Automates carrier requests, follow-ups, and receipt tracking for loss runs. Reliable histories accelerate quoting and renewal decisions.
Inspections and Recommendations
Manages inspection orders, scheduling, results, and remediation tasks. Structured follow-through improves risk quality and client outcomes.
SLA Filings
Coordinates surplus lines filings, stamping, and premium tax deadlines by jurisdiction. Built-in controls help prevent missed filings and penalties.