Velocity - Applications to Carriers

Application Marketing

Application Marketing provides the ability to present your client’s application to multiple carriers and underwriters to obtain multiple quotes.  It takes information from the application data, including coverage and exposure details.  The system tracks which quotes are received, which are outstanding and which ones have modifications from the carrier.  Service agents can easily generate quotes to the client by letter, Fax or e-mail.  As a result, you are able to clearly present all the quotes in a clear manner so the customer can select the coverage that is right for them. All this seamlessly flows into the acceptance screen where your client’s acceptance or refusal for each quote is recorded. 

This overview only scratches the surface of all the power of our application marketing system, so ask your representative for more details on this powerful feature.