DISTRIBUTION MANAGEMENT

Agency Self-service with Cogitate Producer Portal

Cogitate Producer Portal is a digital interface with core administration systems, which enables insurance carriers, wholesalers and MGAs to gain operational efficiencies. It offers easy access to relevant information, along with the convenience of self-service to their agents.

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Insightful Business Reports for Agents

Cogitate Producer Portal provides agents with on-demand access to information related to the quotes, policies and business performance of their agency. This tool is very useful to insurance carriers and MGAs for reducing incoming service requests from their retail agents. Producer Portal is equipped with built-in and real-time reports, including commission statements, revenue reports, and agency scorecards.

Quick Access

Cogitate Producer Portal helps agents with ease of access to important information, anywhere and anytime. It’s a powerful tool for agents to quickly access the customer policy documents and business performance details of their agency.

Customizable

The Producer Portal can be customized with a selection of features, depending on the requirements of insurance carriers, wholesale brokers or MGAs, including branding personalization.

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
  • 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?

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