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Insurance

Eliminate paperwork with a digital policy administration system for onboarding and underwriting customers.

Seamless, Efficient Policy Administration

Outdated legacy systems have placed an administrative paperwork burden on insurance carriers, resulting in low margins, unproductive brokers, and dissatisfied clients. We eliminate all paperwork with a fully digital policy administration system for onboarding and underwriting customers. With Agreement Express, the right digital form is available instantly, sent to the client's device, and filled out in minutes without errors.

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Enable Cross-Selling Opportunities

Integrating the onboarding and underwriting processes in one platform unlocks more effective ways to cross-sell and upsell, providing brokers with intelligent product recommendations across lines of business.

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Unlock Straight-Through Processing

By collating customer data and connecting with 3rd party data sources through APIs, your organization can configure its own underwriting rules for automated decisions.

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An Agile Approach

At Agreement Express, we know meaningful digital transformation doesn't happen overnight, but it doesn't have to take years either. We follow an agile approach that empowers our clients to adapt and build the optimal onboarding path as they go. Watch the video to learn more.

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Complete Visibility from End to End

Powerful reporting of data reveals insights from every aspect of the onboarding and underwriting process, from underwriting standard deviation, to average onboarding time, to which forms yield the most roadblocks.

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With paper processes creating costly inefficiencies, and innovative fintech startups coming for your customers, you can’t afford to not have a fast, digital, fully integrated client onboarding process. Schedule a call and let's talk!

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