Life insurance agency management

Improve relationships and discover new efficiencies with Hyland's agency management solution

Life insurance companies rely on agents and brokers to produce business. Managing these important distribution channel relationships is labor intensive and typically requires a great deal of administrative effort for any life insurance company.

Improve annual processes with life insurance agency management solutions

Initial onboarding may include contracts, training, licensing, appointments and more —- many of which must also be revisited annually. With Hyland insurance solutions, organizations better manage these processes with automated business process management tools. Notifications and timers keep insurers on top of varied and numerous dates and renewal cycles. The life insurance agency management solution also automates the dissemination of information and integrates with agency portals. Automated task assignments and scheduling offers insurers additional efficiencies.

And with ShareBase, insurers create a continuous dialogue with their agents and broker partners. ShareBase allows the simple and secure sharing of documents, such as E&O policy information, licensing, contracts and more, automatically as part of the life insurance management solution.