Establish the automation necessary to support a third party distribution channel and empower your broker channel with the tools to increase sales and account retention.
System Highlights
- Track application and policy status
- Contact management
- Allow broker assisted selling
- Book of business management
- Account assignment and re-assignment
- Commission presentment
- Maintain and change plan selection
- Contract and license maintenance
- Letter and correspondence generation
- Reporting
- Self service forms and collateral library
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