Insurance agency management software

Insurance companies rely on agents and brokers to produce business. Managing these important distribution channel relationships is labour intensive. The back end of this relationship is process intensive and involves a great deal of administrative effort.

Initial onboarding may include contracts, training, licensing, appointments and more — many of which must also be revisited annually.

Hyland insurance agency management software streamlines processes

With Hyland content services solutions, 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. And, automated task assignments and scheduling offer insurers additional efficiencies. This insurance agency management software solution can also automate the dissemination of information and integrate with agency portals. 

And, with ShareBase, insurers create a continuous dialogue 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 agency management system.