Agent Portals

for Distribution and Agency Management

Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.

Products in this category

A comprehensive agency management system tailored for life and health insurance agencies that includ... more...

The Agent Portal offers independent agents access to comprehensive tools including quoting, policy m... more...

CRM and agent management system designed to automate insurance agent workflows, supporting sales, po... more...

Mobile-optimized agency management system with lead routing, quoting, enrollment, and commission tra... more...

AI-powered platform that empowers agents and brokers with a unified solution that streamlines distri... more...

Insurance agency CRM and sales management platform providing control over marketing data, compliance... more...

Digital experience platform with agent portal capabilities providing a unified workspace for agents ... more...

Web-based distribution management and agent portal offering agent onboarding, licensing, compensatio... more...

End-to-end insurance and asset management platform providing low-code/no-code policy administration,... more...

Insurance carrier platform providing agent management, onboarding, sales analytics, compensation, an... more...

Evolve DPM is a modular, end-to-end distribution management platform for insurance carriers. Modules... more...

CRM platform designed specifically for insurance brokers and providers to manage customer relationsh... more...

Carrier management platform enabling insurers to manage agency connectivity, download connections, a... more...

Core insurance software platform that facilitates digital submission workflows, agency management, c... more...

AI-enabled insurance software system for P&C, Health, and Life insurers that repla... more...

Agency-facing portal providing lead management, sales automation, policy and client management, auto... more...

Platform for insurance agents and advisors providing block of business management, pipeline visualiz... more...

A comprehensive agent portal solution that provides agents with real-time policy information, quotin... more...

Cloud-based agent portal enabling insurance agents to process agency and direct bill payments, acces... more...

Digital intake and underwriting portal for MGAs, MGUs, and wholesalers. Accelerates go-to-market str... more...

An open-architected insurance intelligence platform designed for aggregators and independent brokera... more...

Schneider Electric provides data center physical infrastructure solutions with specific offerings fo... more...

The SuranceBay Agent Portal streamlines the process of insurance sales, offering tools for document ... more...

Distribution management software for life and annuity agents and brokers. Provides agent management,... more...

Point-of-sale solution for insurance agents and advisors enabling digital sales illustration, e-subm... more...

A comprehensive distribution management solution for insurance carriers and agencies that manages co... more...

AI-powered CRM platform for insurance agents enabling lead management, policy administration, commis... more...

AI-powered unified distribution management platform featuring modular applications including Onboard... more...

AI-enabled onboarding platform that streamlines recruitment, appointment, compliance, licensing, bac... more...

An insurance distribution and policy lifecycle management platform offering agents instant market ac... more...

A policy administration and agent portal system that manages the entire policy lifecycle from quotat... more...

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