Overview
In today's ultra-competitive insurance landscape, agents require immediate and accurate eligibility and rating results that ensure a more profitable binding process. Portellus' Agent Portal solution accompanies its Business Rules Management System (BRMS) to automate eligibility, rating and underwriting using a centralized rules repository. These functions can easily be moved moved to the point of sale to help agents sell smarter. Further, by moving automated underwriting closer to the point-of-sale, additional steps are taken out of the decisioning process, thus enabling agents to confidently and quickly say "Yes" to prospects while at the point-of-purchase - a huge competitive advantage for any agent. By developing our robust Agent Portal, we've done just that - developed an easy-to-use agent/broker-serving Web portal that provides users with instant eligibility and rating decisioning, and reliable automated underwriting - directly at the point-of-sale. Agents see our portal as a powerful sales tool with prospects. And, of course, the agent community naturally gravitates toward the path of least resistance, awarding business to the carriers that make their jobs easiest. Our powerful Agent Portal will reduce your policy and claims management costs, increase your pull-through rate, and facilitate agent loyalty. Agents and brokers are in the trenches working hard to win new business. Deliver the agent-facing technology tools your customers need and demand to remain competitive in today's marketplace. Make your company their first choice 'go-to' carrier. Next Steps:
