Custom Solutions for Broker Syndicates
Premium customer self-service portals, automated Certificate of Insurance (COI) issuing portals, billing reconciliation ledgers, and seamless Applied Epic/Vertafore integrations.
Broker Self-Service Dashboard
Give your clients full transactional access without billing agent interventions.
Invoice View & Processing: Connected via PCI Gateway
Claims intake status: Submitted to carrier
Agent AMS Sync: Epic updated
Streamline Transactional Agency Operations
Reduce administrative burdens on account managers while providing broker networks with modern digital interfaces.
Self-Service Portals
Client interfaces built to securely display active policy documents, past billing records, and automated claims intake checklists.
Instant COI Generation
Give clients the ability to input third-party holder details and instantly download secure, ACORD-compliant Certificates of Insurance.
Seamless AMS Integrations
Eliminate double entry by immediately pushing portal leads, endorsements, and payment updates into your agency broker ledger.