Agility:Insurance™ provides wholesale organizations with unparalleled visibility into their channel. For the first time, detailed producer and account profiles can help internal and external wholesalers collaborate more effectively and identify their most profitable relationships. Proactive notification of information -- service issues, large illustration requests, high profile applications – can help staff focus on the kinds of activities that drive the most revenue. Channel partners can be segmented for target marketing, trend analysis or to offer tiered services based on performance. And, while on the road, wholesalers can get up to date information that allows them to provide superior service and to deepen their relationships.

Key Features for Wholesale Organizations:

• Full Contact Management including notes, calendar, activities and correspondence
• Automated and Manual Alerts that proactively notify users of urgent information
• Detailed Producer and Account Profiles including production history, licenses and appointments
• Policy Management including tracking pending case status, requirements status, coverage details (ratings, components, commission splits and other policy details)
• Campaign Management including creating campaigns or executing campaigns developed by home office. Includes a marketing library to store all marketing documents, such as email templates, Word templates, PDF's, and other materials. Create and save detailed searches for target marketing initiatives
• Producer recruiting including tracking prospects through company defined recruitment milestones