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Lets Meet Voluntary Benefits

Year

Location

Company Size

Instant

GL quote, bind issue for contractors. This program has a direct to consumer page builder for retail agents.

Features

Connects with contractors wallet for self-servicing policy management. Integrates with policyPay for sign & pay checkout.

Concept

  1. Retail Agents are looking for markets and easy to use technology
  2. Customers are ready to transact insurance online and mobile
  3. Insurance companies need transactional insurance to be more efficent
  4. Regulators expect technology to protect data and comply with insurance code

Solution

  • Quote, bind, and issue system for streamlined sales of contractors general liability
  • Digital Wallet allows clients to sign and pay and funds are distributed to the proper parties
  • PolicySpot gives the insured a self-service policy portal
  • Agents and Carriers can parnter for cross-sell opportunites
Case Result

Results

Program has been developed to be handle the complete lifecycle of an insurance policy from lead to renewal.

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