InsuranceClouds™

What is InsuranceClouds™? InsuranceClouds™, is our premier software service for insurance distributors and has been designed to reduce the time required to go from Lead to Payment and Issued Policy/Certificate from hours or days, to just minutes! This massive boost in efficiency is due to both our clean, fast, and intuitive forms for lead capture, as well as our ability to offer custom integrations with others systems.

Do you have paper or PDF applications? We can create custom online forms that produce PDFs. With other systems from most of our competitors, you could be waiting a minimum of 6 months to get your insurance program to market, and you may have missed your opportunity. With InsuranceClouds™, we can reduce the time it takes you down to just a single month for most insurance programs.

Need to automatically and accurately underwrite your risks? We create a special warning system for your underwriters to easily see risks that fall outside of the underwriting guidelines so there are less E&O issues.

Ever loose track of a lead or applicant? We offer you the ability to track applications in real-time, showing you your latest approvals and enabling you to view their progress.

Does the left hand lose track of what the right had was doing? InsuranceClouds™ offers a bespoke, targeted notes system, allowing you to communicate with client or just internal team members.

Prefer to use online chat? We have integrated with chat clients providing seamless communication through a client’s web browser. We understand that customer service is important to both you and your clients, so we have created our system to ensure that no less than brilliant service is offered.

Do you want to process credit cards or e-checks for free, passing the fees on to the Insured? Want to auto bill your insureds, say monthly? We offer integrations with credit card processors that have those abilities.

Do you want to offer premium financing that is preapproved, and ingratiated into your customized quote packet? We have can set up specialized agreements and integrations with our premium finance partners.

Do you want the ability to rate instantly online? Do you currently use spreadsheets to rate? We can take your rating formulas and spreadsheets and transform them into one of our online Rapid Raters™, giving your clients instant online rating indications, freeing your staff’s valuable time.