Producer Workspace

Producer Workspace improves the way Producers (Brokers and Agents) do business. A one stop shop for Submissions, Product View, Performance & Commission

dashboards and to collaborate with underwriters, the solution provides seamless producer on-boarding to make producer’s lives easier!

Challenges

Lack of
Visibility

Lack of Visibility

Challenge in real 
time  collaboration
between Producer
and Underwriter

Challenge in real time collaboration between Producer and Underwriter

52% - producers 
Do not have online 
applications

52% - producers Do not have online applications

Only 1 in 10 Insurance 
Providers have 
real time chat

Only 1 in 10 Insurance Providers have real time chat

Only 1 in 3 Producers
have tools to track 
their campaigns

Only 1 in 3 Producers have tools to track their campaigns

Workflow

Producer Workspace

A one stop shop platform that answers complete needs of an Insurance Broker or an Agent

FEATURES

  • PRODUCER AND UNDERWRITERS ON SAME SYSTEM

    Close collaboration between Producer and Underwriter for faster submission closure

  • LIVE CHAT

    Integrated tool which helps Producers to connect directly with Underwriters

  • DEVICE INDEPENDENCE

    Producer Workspace provides seamless experience across the devices

  • SEAMLESS DESIGN

    Navigation is as easy as booking a flight ticket

  • PERSONALIZED DASHBOARD

    Close collaboration between Producer and Underwriter for faster submission closure

BENEFITS

ANYTIME, ANYWHERE ACCESS

Producers can close the submissions from their desktop, tablet or mobile device

360° VIEW

With a 360o degree view of products, plans and policies, brokers can be more prepared and efficient to provide seamless experience to customers

INTEGRATION WITH POLICY ADMIN SYSTEM

Producer workspace can be integrated with existing Policy Admin System to use already existing policy/submission data

INCREASED EFFICIENCY

Collaboration platform improves Producers and underwriters efficiency

WANT TO KNOW MORE ABOUT Producer Workspace?