Agency Management

Life insurers improve relationships with Agency Management Solution


Manages the onboarding process

Stays on top of renewals

Automates the dissemination of information and integrates with agency portals

Life insurance companies rely on agents and brokers to produce business. Managing these important distribution channel relationships is labour 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, organisations 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 scheduling offer insurers additional efficiencies.