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Collect client data once and complete insurance applications digitally. Epic Collaboration Portal fills ACORD forms and syncs to Applied Epic®.

ImageRight helps align all of your resources for increased productivity. That means every employee knows exactly what they are supposed to do, when they are supposed to do it, and where the work sits within your insurance business.

Digital workers for insurance brokers & agencies. Automating repetitive work so your people can focus on what’s important. We take repetitive processes at insurance brokerages & agencies and train a software robot, or digital worker, to do them for you.

LeO is an AI-driven sales platform designed specifically for commercial insurance agents, aiming to streamline lead generation and client management processes. By integrating advanced machine learning algorithms, LeO analyzes an agent's existing book of business and matches it with a vast database of over 40 million commercial prospects. This enables agents to identify and engage with high-quality leads tailored to their specific needs and preferences, significantly reducing the time spent on prospecting and allowing more focus on closing deals. Key Features and Functionality: - Advanced Filtering: Utilize over 150 filters to pinpoint leads based on location, industry, company size, compliance issues, insurance intelligence, renewal dates, and risk indicators. - Optimal Timing: Access a comprehensive renewal date database to schedule meetings at the most opportune moments, enhancing the likelihood of successful engagements. - Efficient Outreach: Employ AI-powered tools for personalized email campaigns, seamless CRM integration, and easy export of prospect lists, ensuring a streamlined workflow. - Pre-Meeting Preparation: Leverage LeO's intelligence to identify weaknesses and risks in current coverages, enabling the development of tailored alternative plans for potential clients. Primary Value and Solutions Provided: LeO addresses the common challenges faced by insurance agents, such as inconsistent and disorganized lead flow, by offering a centralized platform that simplifies lead capture, tracking, and follow-up. By automating the prospecting process and providing actionable insights, LeO empowers agents to respond faster, stay organized, and ultimately close more deals. The platform's AI-driven approach ensures smarter engagement, faster responses, and higher conversion rates, allowing agents to focus on revenue-generating tasks and achieve significant business growth.

WorkSmart helps independent agencies that are busy with complex work to increase productivity with streamlined insurance workflows and secure document management.