Agency Management

Streamline Agency Management Tasks
Initial onboarding may include contracts, training, licensing, appointments and more - many of which must also be revisited annually. With the OnBase Insurance Solution, organizations manage these processes with automated business process management tools. Notifications and timers keep insurers on top of the varied and numerous dates and renewal cycles. The OnBase Insurance Solution also automates the dissemination of information and integrates with agency portals. And, automated task assignments and scheduling offer insurers additional efficiencies. The OnBase Insurance Solution can also automate the dissemination of information and integrate with agency portals.

Enterprise Content Management