Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CoverWallet for Agents, a division of Aon, is an innovative technology platform that offers insurance agents a unified access point to various carriers and business lines. This platform provides a quick, straightforward, and effective way for agents to deliver commercial insurance solutions to businesses, streamlining the quoting process for insurance agents and agencies. Users can benefit from a single, cohesive application that allows them to compare multiple, actionable quotes, bind policies online, and manage client accounts from one centralized digital hub. The application supports multiple lines of insurance, such as General Liability, BOP, and Professional Liability, among others. As users fill out the application, it intelligently pre-fills responses and omits unnecessary questions, thereby enhancing efficiency. The platform is accessible on various devices, including mobile phones, tablets, and desktops, ensuring flexibility for users. Agents can swiftly compare quotes from numerous leading national insurers without needing any prior appointments, and they can easily recalculate quotes, modify coverages, adjust limits, and change deductibles with just a click, making the entire process seamless and user-friendly. This comprehensive approach not only saves time but also empowers agents to provide tailored insurance solutions to their clients more effectively.

Description

You can have complete confidence in the accuracy of your rates throughout the entire policy lifecycle, allowing you to write new business while efficiently managing audits, renewals, cancellations, reinstatements, and endorsements, including those that are out of sequence. Experience quick and precise rate deployment across various lines such as Commercial Auto, General Liability, Property, Inland Marine, Crime, Cyber Liability, and Workers’ Compensation. Our solution, hosted on the reliable Microsoft Azure cloud, guarantees 99% uptime, robust data protection, and exceptional performance, freeing you from concerns about hardware, system availability, or data security—allowing you to concentrate fully on acquiring new business. With hundreds of modifications made annually to ISO® insurance programs, our dedicated team ensures that the content libraries are consistently updated. Regardless of whether your program incorporates current ISO editions, previous versions, or a combination of both, we will maintain your programs accurately aligned with the ISO editions you designate. Designed with a user-friendly interface, even those with minimal experience can easily input quotes and produce proposals, streamlining the process for all users. Ultimately, this empowers you to focus on your clients and grow your business effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CoverWallet
MGA Systems

Integrations

CoverWallet
MGA Systems

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CoverWallet

Founded

2018

Country

United States

Website

agents.coverwallet.com

Vendor Details

Company Name

NetRate Systems

Country

United States

Website

www.netrate.com/Solutions/NetRate

Product Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Product Features

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Alternatives

Alternatives

TopSail Reviews

TopSail

Insurance Technology Solutions
Surefyre Reviews

Surefyre

Vertafore
Verity Reviews

Verity

VRC Insurance Systems
Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software
Verity Reviews

Verity

VRC Insurance Systems
NASW Reviews

NASW

NASW Assurance Services