Insured Portal
A white-labeled portal for the insured. Document vault, certificate of insurance generation, claims status, payments, and renewal questionnaires. Cuts inbound calls and lets producers focus on new business.
- ·Document vault and policy archive
- ·On-demand certificates of insurance
- ·Claims status and FNOL
- ·Payment and ACH wallet
- ·Renewal questionnaires
Retail Agent Portal
The producer workspace. Quote, bind, endorse, audit. Pipeline and commission visibility, document templates, e-sign, and a notification center that surfaces what needs the agent's attention right now.
- ·Quote, bind and endorse workflows
- ·Pipeline and commission dashboards
- ·Document and e-sign integration
- ·Notification center
- ·Mobile-first responsive UI
Agency Portal
A control plane for the agency. Manage sub-producers, books of business, hierarchy, branding, payouts and reports. White-labeled so it fits the agency's existing brand without any of your fingerprints showing through.
- ·Sub-producer management
- ·Book of business reporting
- ·Hierarchy and permission editor
- ·White-label branding
- ·Commission and payout exports
Payment Portal
Premium collection done by people who do Stripe full-time. Card, ACH and financed payment plans, automated dunning, refunds tied to endorsements, and reconciliation against the policy ledger. As a Stripe Services Implementation Specialized Partner, we wire up Billing, Connect and Tax to match how insurance actually moves money.
- ·Card, ACH and wallet acceptance via Stripe
- ·Premium finance and installment plans
- ·Automated dunning and retries
- ·Endorsement-aware refunds and proration
- ·Reconciliation against the policy ledger