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.
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.
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.
“We are excited to work with a great team that is focused on providing digital tools for MGAs, MGUs, and wholesalers, including built-in integration with AIM. They know the needs of our MGA customers and their solutions provide exceptional value to this very important segment of the independent agent channel.”
“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.”
“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.”
“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.”
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 provides a quick snapshot of the most relevant business information for an agency principal. It includes reports such as:
The agency can generate commission statements whenever required.
Comprising of important KPIs, this feature helps an agency principal to analyze the performance of the business including:
Dashboard provides a quick snapshot of the most relevant business information for an agency principal. It includes reports such as:
The agency can generate commission statements whenever required.
Comprising of important KPIs, this feature helps an agency principal to analyze the performance of the business including:
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.
Agents can access customers’ policy-related documents:
Producer Portal has a built-in repository, a one-stop place for all marketing assets:
Producer Portal has a built-in contact directory for an agency that maintains employee information: