Compile your quotes and create a presentation for any line – Business, Personal, and Employee Benefits
Jump straight to reviewing current programs and renewal quotes side-by-side
Check coverages, schedules, endorsements, and exclusions against your own policy checklists
Issue certificates for new accounts and additional insureds
Identify carrier matches for an account based on appetite guides and your client's risk profile
Skip filling in ACORD forms, supplementals, and spreadsheets
Sales & Trading, Santander | Applied Mathematics, Harvard
