Add multiple attachments and comments to an Activity (Note or Follow-Up).

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How does the independent agent compete with the amount of capital being invested in the InsurTech movement? In 2013, InsurTech investment totaled $270 million – in 2017 it soared to almost $4 billion.  But what is InsurTech and how does it affect Independent agents?

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You can now save your customers’ Rates page as an Activity.

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When creating a Follow-Up, you can assign the Follow-Up to other users in the office.

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The Diary function has been renamed to Activity. These changes will effect Notes, Follow-Up and adding Attachments.

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Outlook Integration, customize policy level fees, and easy access to SR-22’s.

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Why aren’t there comparative raters for commercial lines?

You could probably list plenty of reasons, but it boils down to two main issues: corporate culture and a lack of technology systems.

Carriers Don’t Want to Repeat the Past…

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IBQ has spent the last five years studying how agencies process their commercial business. From new business to renewal quoting, the glaring issue is apparent; the processes are wildly different from agency to agency. The varying offerings management systems are attempting to employ has a direct impact on this fragmentation, but what is truly mindboggling is the disparity we found in the processes amongst agents/csr’s within the same agency….

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