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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Portal in action
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.
“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.”
Vertafore
“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
“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
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
