
Watch Cogitate Producer
Portal in action

Real-time Business Insights
Cogitate Producer Portal provides real-time business insights to agency principals through a powerful dashboard, with reports for commission, revenue, and more. These reports facilitate informed and timely decision-making to ensure high levels of business performance.




Dashboard
Dashboard provides a quick snapshot of the most relevant business information for an agency principal. It includes reports such as:
- New and renewal business premium value with average premium per policy
- Quote-to-bind ratio
- Policy-in-force count
- Premium classification by lines of business

Commission Statement
The agency can generate commission statements whenever required.
- Commission statements for specific time periods
- Real-time commission statements
- Ability to view and download commission statements

Producer Score Card and Revenue Report
Comprising of important KPIs, this feature helps an agency principal to analyze the performance of the business including:
- Premium and average premium per policy for new and renewal business
- Policy-in-force counts for new and renewal business
- Quote-to-bind ratio
- New and renewal business premium based on lines of business
Complete Access to All Resources
Cogitate Producer Portal enables instant access to customer policy documents as well as access to marketing brochures by agents. It also maintains the contact information of all employees in an agency.

Policy Document Access
Agents can access customers’ policy-related documents:
- Ability to search policies by policy number, policyholder’s name and other parameters
- Ability to view, download or email required policy documents
- Integrated with document management systems to fetch documents from the built-in repository

Access to Marketing Brochures
Producer Portal has a built-in repository, a one-stop place for all marketing assets:
- Easy, on-demand access for agencies to all marketing documents like brochures, videos and more
- Insurance companies can add new marketing documents for agents to access
- Ability to view, download and email documents directly from the application

Agency Contact Management
Producer Portal has a built-in contact directory for an agency that maintains employee information:
- Contact details of employees of the agency
- Ability to add, edit and delete agents’ contact details
- Access to representatives of insurance companies for quick and easy communication

Interested in learning more about our Producer Portal?