AgentOne Description

Enhances the speed of delivery while promoting the use of STP tools. Offers exceptional visibility into agent performance, sales advancement, and additional metrics. Utilizes data to uncover emerging customer requirements. Covers aspects such as field underwriting, quotations, e-Applications, status updates, e-Delivery, and beyond. Aims for improved workflow efficiency and lead management to capitalize on cross-selling and upselling prospects. Facilitates the communication of case statuses and the creation of detailed reports all from a single, unified platform. This integration streamlines processes and fosters better decision-making across teams.

Integrations

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Company Details

Company:
iPipeline
Year Founded:
1995
Headquarters:
United States
Website:
www.ipipeline.com/products/agentone/

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Product Details

Platforms
Web-Based

AgentOne Features and Options

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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