Agency Management

Life insurers improve relationships and efficiencies with Agency Management Solution

Life insurance companies rely on agents and brokers to produce business. Managing these important distribution channels relationships is labor intensive and typically requires a great deal of administrative effort for any Life insurance company.

Initial onboarding may include contracts, training, licensing, appointments and more -- many of which must also be revisited annually. With the OnBase Insurance Solution, 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 integrate with agency portals. And, automated task assignments and scheduling offers insurers additional efficiencies.

And, with ShareBase by Hyland, insurers create a continuous dialouge with their agent and broker partners.  The natural interaction between ShareBase and OnBase allows the sharing of documents, such as E&O policy information, licensing, contracts and more,  automatically as part of the OnBase agency management solution.