Manage active policies with coverage details, endorsements, premium tracking, and renewal scheduling.
OpenTrack claims from first notice of loss through resolution with adjuster assignments and status updates.
OpenAutomate renewal workflows with rate comparison, client outreach, and retention risk scoring.
OpenAI-powered risk assessment with property data, loss history analysis, and coverage recommendations.
OpenTrack earned and pending commissions by carrier, policy type, and producer with payout forecasts.
OpenGenerate multi-carrier quotes in seconds with side-by-side coverage comparison and client-ready proposals.
OpenAI-driven risk scoring for applicants using property data, claims history, credit indicators, and loss trends.
OpenReal-time agency performance metrics: written premium, retention rate, loss ratio, and growth by line of business.
OpenSecure document storage for policies, declarations pages, endorsements, and client correspondence with version control.
OpenSelf-service portal for clients to view policies, request certificates, file claims, and make payments.
OpenIdentify cross-sell and upsell opportunities across your book with coverage gap analysis and automated outreach.
OpenTrack CE credits, licensing renewals, E&O requirements, and state-specific regulatory deadlines.
OpenAnalyze loss ratios by carrier, line, and region with trend visualization and profitability forecasting.
OpenTrack individual producer performance with new business, retention, cross-sell rates, and commission rankings.
OpenGenerate email campaigns, social posts, and review requests with insurance-specific messaging templates.
OpenTrack referral sources, automate thank-you outreach, and measure referral-to-bind conversion rates.
OpenCE course tracking, carrier appointment training, onboarding modules, and product knowledge assessments.
OpenManage carrier appointments, appetite guides, submission requirements, and underwriter contact directories.
OpenTrack agency revenue by line, carrier, and producer with commission forecasts and contingency bonus projections.
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