A Simplified Process
The Agency Appointment application resides on the MGA's or carrier's website. Agencies that are interested in partnering with them can submit their applications online along with the necessary documents such as agency license, authorization and consent form, etc. The MGA or carrier can process the applications and complete background verification within 24-48 hours. This helps in onboarding the new agencies quickly so that they start producing business faster.
- Agency appointment time reduced from a manual process of 7-10 days to just 24-48 hours
- Automatic notifications regarding application progress sent to prospective agents as well as MGAs or carriers
- Integrated with Interstate Background Research (IBR) for rapid turnaround
- Easy to use and navigate
“In the rapidly changing insurance industry, insurers are turning to digital business models to stay relevant and competitive. Digitalization of insurance is no longer a differentiator but has become table stakes to fulfil new customer demands. Insurers are looking for modern technologies to build out their digital ecosystem and transform the customer experience - for both channel partners and customers. Critically, these kinds of systems must integrate seamlessly with existing core insurance systems and have pre-integrations with third party data sources and insurance services. Many insurers are looking for a microservices-based architecture to drive flexibility and speed of implementation.”
Celent
“Cogitate Digital Insurance has helped us to digitalize our personal property lines business and build an omni-channel ecosystem for our channel partners to connect with us seamlessly. We currently are writing policies for Homeowners and Mobile Home insurance through this platform. It is integrated with our existing systems including AIM and ImageRight. This allows our agents and underwriters to easily access the required information whenever they need. It is full of brilliant features such as ‘Quote in a Minute’, Customer E-signature verification, Post-sale Services workflow and built-in Property Analytics tools. Personal Property insurance platform has quickly become one of the pillars of our digital business initiatives.”
Insurance House
“Cogitate Digital Insurance solution has enabled us to extend our channel reach. This powerful platform has helped us become more competitive by improving our speed to market & customer experience. Additionally, we have experienced a significant decrease in our cost structure. I highly recommend Cogitate as we’ve experienced their expertise in insurance and technology.”
Insurance House
Rapidly Expand your Distribution Network
Cogitate Digital Agency Appointment solution enables rapid expansion to newer geographies by quickly bringing new agents on board. This helps in expanding to new territories, enabling faster business growth.
Quick and Easy Application Process
- Agents can submit an application in five easy steps
- All necessary forms such as W-9 and Consumer Authorization are prefilled to avoid errors and reduce the time needed to re-enter the same data
- Built-in electronic signature for agencies before their information is submitted to the MGA or carrier
- Automatic updates sent to all stakeholders regarding application status
Integration with Interstate Background Research (IBR)
- Integrated with IBR for verification of agent's criminal history
- Criminal History Consent Form sent automatically once the agent submits the application
- Verification report from IBR directly populated in the DMS
CRM and Document Management System (DMS) Integration
- API-based integration with the DMS of the insurance company to easily store and retrieve applications for viewing
- Integrated with the CRM of the MGA or carrier to complete an agent's appointment with the click of a button
Interested in learning more about our Digital Agency Appointment?
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