Insurance Agent Portal Software

Bridge’s insurance agent portal features robust functionality that will make you your agents’ preferred choice, and give you a clear edge over your competition.

Bridge’s user-friendly agent portal gives your agents a single easy-to-use and consistent interface to your organization across all lines and for all their insurance needs.

Why Agents will love your Agent Portal

Bridge’s agent portal optimize your agents’ profitability and productivity by letting them conduct business from anywhere, 24 hours a day, 7 days a week through your Bridge agent portal.

Your agents can obtain instant quotes, bind & print policies, process endorsements & renewals, review invoices, and even report & track losses, working intuitively in sync with the agents’ existing practices.

Agents can also automatically process their bordereaux spreadsheet reports, validate & confirm coverage and premiums, or interface directly with you through the agent portal using ACORD standards.

Other Agent Portal Benefits

The self-service features of our agent portal solution will reduce your costs. And you can jump on new revenue opportunities virtually risk free because Bridge is cloud-based software with success-based pricing.

Agent Portals Features

  • Workflow management determines the business rules for Straight-Through-Processing and the rules by which business is referred to specific underwriters.
  • Personalized portal welcome screen and co-branding for each agent
  • Complete Quote-Bind-Issue workflow for multiple insurance products
  • Process bordereaux declarations from Excel, ACORD XML, etc.
  • Process endorsements from end to end with pro-rata premium calculation
  • Process renewals with notification & alerts
  • Access invoices and commission statements instantly
  • Receive first notice of loss and track claim status
  • Control functionality and access rights for each agent with decentralized user management
  • Deliver multi-lingual, multi-cultural and multi-currency support to your agents around the globe
  • Manage decentralized users using role-based access security

Please contact us to find out how Oceanwide's insurance software can help you launch your own agent portal quickly and cost effectively.

Quick Navigation