Solution introduction
Streamline Case Management Workflows
Agency Integrator gives BGAs, marketing organizations, financial institutions and banks a centralized database to manage their day-to-day insurance operations
Agency Integrator users are able to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and generate comprehensive reports throughout the process.
Track your business
Agency Integrator enables distributors to create streamlined workflows for case management and commission reconciliation. As a centralized database of agent contact and application/policy data, Agency Integrator is designed to improve workflows, ensure that the new business process is managed proactively without letting cases slip through the cracks and guarantee that agents are kept in the loop through automated agent correspondence.
Agency Integrator is integrated with carrier data, vendor requirement fulfillment, third party industry tools (such as Paperclip and Surance Bay) and iPipeline tools (such as iGO and CRM). Agency Integrator also allows for consolidated reporting on the data that’s tracked in the database (through ad-hoc and out of the box reports). These reports provide advanced insight into new business processing cycles, sales pipelines, commission reconciliation and more.
Move cases quicker
Agency Integrator allows you to track and process your cases more effectively and efficiently. Inside of Agency Integrator, streamline your contact with carriers and vendors and communicate with your agents and advisors. Carrier feeds send pending case information directly into your system. Agency Integrator also assists with your licensing, appointments and commission accounting functions and integrates with medical vendors that keep track of parameds. Agency Integrator also works seamlessly with iPipeline’s iGO and InsurePro.
Reporting efficiency
Your case updates are arriving at different times and in different ways. With Agency Integrator, you spend more time working cases and less time worrying about manual tracking and reporting. Agency Integrator provides a centralized place where all that data can all be stored and accessed. It allows everyone to provide top-level service thanks to readily available information.
