Engage® makes it easier for agencies, customers, carriers and MGAs to work together. The intuitive cloud-based collaboration tool provides independent insurance agencies with secure workspaces to share and manage policy and client documents in real-time, enabling effective collaboration, increased team productivity and improved client satisfaction.
With Engage®, you will quickly benefit with integration to your existing Vertafore document and agency management systems, and other file management systems supporting both structured and unstructured data.
Key advantages:
- Easily invite team members, underwriters, claim reps, outside counsel, clients, etc. to collaborate in a secure workspace 24/7 going beyond the four walls of your agency
- Real-time visibility into complex projects using simple yet powerful interfaces
- Accelerate multi-party projects such as claims, loss prevention, alternative risk transfer transactions as well as new business and renewal negotiations
- Information is shared on a need-to-know basis, Engage® only shares the right information with the right people at the right time
- Cloud based application enables anywhere access, including smartphones and tablets, and uses SSL, TLS, and integrated network security technologies
Engage® provides your agency with effortless collaboration, real-time visibility, streamlined integration; and powerful simplicity.
