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Indio simplifies the insurance application process for brokers and their clients. We make it fast, easy, and E&O free, saving your agency time and money. The white-labeled platform comes pre-loaded with a library of 5,000 digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secures document sharing.
Your sales, marketing and education engine. Empower your sales team, streamline communication and win new business by using the comprehensive sales and marketing tools available in Broker Briefcase Benefits. Broker Briefcase Benefits has more than 4,500 pieces of professionally written and designed content that can be branded back to your agency.
CertTrack is the premier way to manage certificates of insurance online. The cloud based solution allows brokers and risk managers to request, sort, track and approve certificates. This gives an organization the necessary assurance that each vendor they contract with maintains the insurance required in the vendor contract.
IVANS Markets searches by commercial risk and immediately presents you with a list of insurers, MGAs and wholesalers with an appetite for your specific risk. By providing a simple, automated solution to connect you with insurers and MGAs, IVANS Markets drives greater efficiency and expands your market opportunities.
Employee enrollment software and decision-making tool used by employee benefits independent insurance agents and brokers for their clients and clients' employees. Provide your clients with tools that empower employees to make informed health plan choices. Includes plan design modeling, cost and utilization information, and plan design benchmarking reports.
Sales and marketing platform for personal lines independent insurance agents. Identify account-rounding opportunities within your current database and attack your mono-line policies. Market to prospects and nurture existing client relationships with more than 500 professionally written and designed pieces of content.
Streamline onboarding, compliance, and incentive compensation management to support the specific needs of your insurance company. You can optimize outcomes and deliver superior performance by increasing seller motivation and promoting healthy sales competition, while gaining clear visibility into planning, performance, and payments.