DISTRIBUTION MANAGEMENT

Cogitate Digital
Agency Appointment

Appoint new agency in 24-48 hours

Cogitate Digital Agency Appointment is a powerful application that allows MGAs and carriers to significantly reduce the time required to add new agents. It helps insurance companies to quickly bring new agencies on board so they can start producing business faster.

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

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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