Agency Management Modules
A complete module catalog for CRM, submissions, quoting, policy management, billing, commissions, claims, renewals, documents, reports, and AI.
Complete agency operating modules.
Each module is designed for enterprise-grade operations and tenant-scoped workflows.
CRM & Account 360
Leads, contacts, accounts, opportunities, activities, communication history, assigned producers, and account dashboards.
Submissions
Submission intake, underwriting requirements, carrier selection, market assignments, document checklists, and statuses.
Quotes & Proposals
Quote comparison, terms, premium options, proposal templates, tenant branding, delivery tracking, and acceptance workflow.
Policy Management
Policy records, terms, coverages, insured entities, documents, billing, endorsements, certificates, and service requests.
Renewals
Renewal pipeline, expiration tracking, remarketing, reminders, producer assignments, retention scoring, and AI suggestions.
Claims
Claims intake, carrier number, adjuster, reserves, notes, documents, follow-ups, statuses, and claim trend analytics.
Billing
Invoice visibility, receivables, payment status, agency bill/direct bill support, and billing tasks.
Commissions
Producer commission rules, splits, statements, reconciliation, revenue analytics, and book-of-business reporting.
Reports & AI Insights
Tenant-safe analytics, performance dashboards, renewal risk, claim trends, sales opportunities, and operational recommendations.