Agility:Insurance™ is an industry-specific relationship management solution that helps carriers drive more revenue through their distribution channels. Whether wholesale or retail, home office or field, Agility:Insurance™ provides a comprehensive view of client and producer relationships. Agility:Insurance™ integrates all aspects of policy and investment management, providing powerful new insights for analyzing and managing relationships.

A Unified View of Customers
Designed from the ground up for the needs of the insurance market, Agility:Insurance™ integrates data from legacy business applications to build powerful profiles of Client, Producer, and BGA relationships. Knowledge that can leverage sales and marketing automation tools to help your operation quickly identify, manage, market to, attract and retain these important customers and partners. Users at all levels have better access to the information that they need to do their jobs more effectively.

Improved Productivity for Client or Channel Management
Agility:Insurance™ was designed to give carriers the tools they need to drive more revenue through their agents, or through account representatives managing their independent partners. Some key benefits for improved productivity include:

Client Management Manage prospects & clients Provide visibility into pending and paid status Coordinate campaigns with home office Manage the lead process Identify opportunities to cross sell and upsell Manage orphan policyholders Track agent activities

Channel Management Identify accounts & producers doing profitable business Track production history, large illustrations and applications Coordinate campaigns with home office Manage the producer recruiting process Provide information while on the road for real-time status Order literature, request illustrations and schedule follow-ups while on appointments

So Easy to Use it Actually Gets Used
Easy navigation and an intuitive user interface provide an overall user experience that ensures maximum end-user adoption, which is critical for the success of any implementation. Agility:Insurance™ was designed to work the way users expect a web application to work – streamlined, easy navigation and with no confusing icons or terminology. The role-based architecture provides a personalized, relevant experience to each user. With Agility:Insurance™, users can become productive immediately with minimal training.

A Quick ROI
Our full web architecture and modular product design allow clients to install functionality, as they need it, rather than trying to implement everything at once. This allows carriers to get a quick ROI by addressing the most pressing needs first. As an organization is ready, additional functionality and modules can be added. Other modules include Agility:Marketing™, Agility:Leads™, Agility:Investments™, Agility:Householding™, and several options for extending Agility to alternative platforms.