Carriers

Use Integrated Rating and Carrier Integration to tie in proprietary rating, ISO and third-party data, and appetite rules so quotes flow without rekeying and underwriters keep full control over referral logic.

Yes. Carriers coordinate delegated authority and distribution with partners using shared workflows while retaining oversight; see MGAs, MGUs, and Program Administrators and also Wholesalers for collaboration models that work across channels.

Configure authorities, checklists, and SLAs in Workflow and Task Management, and apply them to each step in Policy Management so exceptions, referrals, and approvals are auditable.

Integrated Accounting automates premium postings, producer commissions, and bordereau reconciliation, giving finance teams accurate sub-ledgers and faster close.

Claims Tracking provides end-to-end visibility from FNOL through closure, with loss runs and status tracking that align to carrier reserving and reporting needs.

Yes. Use Document Management to control approved forms and versions, and visit Carriers in <STATE_NAME> for state-level considerations and deployment options.

Absolutely. Start with a single product or program using the Policy Lifecycle Overview and expand iteratively as teams and partners come onboard.

Most carriers begin with Creating and Requesting Quotes and Integrated Rating and Carrier Integration to deliver guided, compliant quoting workflows in weeks, then add renewals and endorsements.