Agency Management

Streamline Tasks

Insurance companies rely on agents and brokers to produce business. Managing these important distribution channel relationships is labor intensive, and the back end of this relationship is process-intensive and involves a great deal of administrative effort.

Initial onboarding may include contracts, training, licensing, appointments, and more, many of which must also be revisited annually. With the OnBase Insurance Solution for Agency Management, organizations manage these processes with automated business process management tools.

Notifications and timers keep insurers on top of the varied and numerous dates and renewal cycles. The OnBase Insurance Solution also automates the dissemination of information and integrates with agency portals. Automated task assignments and schedulings offer insurers additional efficiencies. The OnBase Insurance Solution is sure to prove as an investment with a heavy ROI as your organization will gain time and dollars through better efficiency.