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Description
The desktop comparative rating and client management solution is designed specifically for agency use as a stand-alone application. Its user-friendly yet robust interface is complemented by comprehensive help resources. This software facilitates complete underwriting processes while applying all applicable discounts and surcharges. Users can acquire real-time quotes straight from the systems of participating carriers, offering more lines of business than any competing rating vendor. It allows you to consolidate your quotes for Auto, Motorcycle, Home, Dwelling Fire, Mobile Homeowners, and Residential Estimates into a single client database. ACS intelligently retains your responses, eliminating the need to re-enter answers for the same quote. You can also store default coverage options to enhance efficiency. The application features automatic databases for Vehicle & Territory searches, which include company-specific symbols and ISO-Verisk Strategic Alliances protection class look-ups. Additionally, it provides the ability to print quotes from one or multiple companies and email quotes, proposals, and applications directly. Free trials, walkthroughs, and training sessions are readily available upon request, ensuring users can maximize their experience. Lastly, responsive technical support is offered through various channels, including phone, chat, remote access, or email, ensuring help is always at hand when needed.
Description
CoverWallet for Agents, a division of Aon, is an innovative technology platform that offers insurance agents a unified access point to various carriers and business lines. This platform provides a quick, straightforward, and effective way for agents to deliver commercial insurance solutions to businesses, streamlining the quoting process for insurance agents and agencies. Users can benefit from a single, cohesive application that allows them to compare multiple, actionable quotes, bind policies online, and manage client accounts from one centralized digital hub. The application supports multiple lines of insurance, such as General Liability, BOP, and Professional Liability, among others. As users fill out the application, it intelligently pre-fills responses and omits unnecessary questions, thereby enhancing efficiency. The platform is accessible on various devices, including mobile phones, tablets, and desktops, ensuring flexibility for users. Agents can swiftly compare quotes from numerous leading national insurers without needing any prior appointments, and they can easily recalculate quotes, modify coverages, adjust limits, and change deductibles with just a click, making the entire process seamless and user-friendly. This comprehensive approach not only saves time but also empowers agents to provide tailored insurance solutions to their clients more effectively.
API Access
Has API
API Access
Has API
Integrations
CoverWallet
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Computer Systems
Founded
1979
Country
United States
Website
www.acs2000.net/Product/Product
Vendor Details
Company Name
CoverWallet
Founded
2018
Country
United States
Website
agents.coverwallet.com
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
Product Features
Commercial Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management
