ABOUT         + CLIENT       +AGENCY      + GLOVEBOX

A platform empowering
agents to enhance their
self-service capabilities.


In the modern age of insurance, client experience is the ultimate catalyst. With a CXP, an agency will have efficient operations, better client relationships, and increased revenue opportunities.

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A platform empowering
agents to enhance their self-service capabilities.


In the modern age of insurance, client experience is the ultimate catalyst. With a CXP, an agency will have efficient operations, better client relationships, and increased revenue opportunities.

Benefits to the AGENCY
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Boost Retention

Using an CXP at your agency adds points to your retention. Don't believe it? Try some quick math!

CSR's Happiness

The amount of time saved from monotonous phone calls is going to have a ripple effect of happy employees. Take away the pain points of being a CSR...Allow them to focus on the building blocks of your agency which is having relationships with your clientbase.

Elite Agent

Let your producers do what they do best; market and sell like crazy! A CXP provides a platform down to the agent level so they can maximize their brand, relationships, and book of business.

Benefits to the AGENCY
Boost Retention
battery_charging_full

Using an CXP at your agency adds points to your retention. Don't believe it? Try some quick math!

CSR's Happiness

The amount of time saved from monotonous phone calls is going to have a ripple effect of happy employees. Take away the pain points of being a CSR...Allow them to focus on the building blocks of your agency which is having relationships with your clientbase.

Elite Agent

Let your producers do what they do best; market and sell like crazy! A CXP provides an "agent level platform" so they can maximize their brand, relationships, and book of business.

Leveling  the playing field
in CLIENT EXPERIENCE
for independent agents

The self-service capabilities your clients want & deserve

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BOOK A DEMO
Benefits to the CLIENT
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Seamless Experience

Policyholders are used to being able to manage their insurance themselves. Give them the tools to do it as efficiently as possible.

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Clarity on Relationship

Working with two different companies, the agent and the carrier, is a strange relationship. A CXP eliminates the confusion of being a client inside the independent channel utilizing one platform.

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Buy More!

Allowing clients to request more insurance from their agent by offering more products later on.

Benefits to the CLIENT
Seamless Experience
fast_forward

Policyholders are used to being able to manage their insurance themselves. Give them the tools to do it as efficiently as possible.

Clarity on Relationship
autorenew

Working with two different companies, the agent and the carrier, is a strange relationship. A CXP eliminates the confusion of being a client inside the independent channel utilizing one platform.

Buy More!
attach_money

Allowing clients to request more insurance from their agent by offering more products later on.

Carrier Integrations

With direct connections to carrier systems, a modern way to access your documents, pay a bill, and start a claim

Agency Branded

White labeling the technology allows for a branded platform to offer your clients, keeping them closer to you than every before

Access on any device

Available as a native mobile app and web based service to allow access from any device. The convenience your clients expect

Carrier Integrations

With direct connections to carrier systems, a modern way to access your documents, pay a bill, and start a claim

Agency Branded

White labeling the technology allows for a branded platform to offer your clients, keeping them closer to you than every before

Access on any device

Available as a native mobile app and web based service to allow access from any device. The convenience your clients expect

Why
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Former Agency Owners

Co-founded by former agents and owners of a large agency which promotes a technology built on insurance minded backgrounds

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Backed by Agents and Carriers

Live with hundreds of agencies and adding integrations at the speed of light!

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The CXP Pioneers

The platform that establishes the baseline of client experience inside the independent insurance channel.

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BOOK A DEMO
Why
Former Agency Owners

Co-founded by former agents and owners of a large agency which promotes a technology built on insurance minded backgrounds

Backed by Agents and Carriers

Live with hundreds of agencies and adding integrations at the speed of light!

Pioneers of the CXP

The platform that establishes the baseline of client experience inside the independent insurance channel.

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BOOK A DEMO
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