We help brokers place accounts across markets in less time
Agents build the submission, send it to every market at once, chase the replies, and compare the quotes. Your producers pick the markets, and your clients choose.
Book a process reviewSee your processes ↓Coverage gaps show before the client sees them. Quotes are compared on exclusions, not only on price.
Surplus lines filings meet the state's clock. The diligent search, affidavit, and tax are tracked from binding.
Certificates are issued in seconds. A person sees only the requests the policy cannot meet.
Your processes, on one platform
Scroll through the 4 processes we run for brokers. Damco Workbench does the work on top, and your core keeps the record underneath.
Marketing a commercial account
One submission, many markets, at the same time. The broker's value is the comparison.
See it on your core ↗Surplus lines placement and filing
When admitted markets decline, surplus lines can write it, with state paperwork and taxes attached.
See it on your core ↗Certificates of insurance
Routine until a contract asks for something the policy doesn't give.
See it on your core ↗Renewal stewardship, from the expiring list to the ones at risk
Most renewals renew themselves. The agent reads the signs across your systems from 90 days out and gives the CSR or producer a short list with a reason and a remedy.
- Retention on the needs-attention list (%)
- CSR hours per saved renewal
- At-risk renewals found 60 or more days before expiry (%)
- Overall retention
Marketing a commercial account
One submission, many markets, at the same time. The broker's value is the comparison.
See it on your core ↗We strategize, build, and operate your software until it pays
Most brokers start with marketing an account: one submission, six markets, measured in days to a comparable proposal.
Strategize
We map one of your processes as it runs today, every task, who does it, how long it waits, and pick where agents pay first.
Build
Prototype rounds with your people every week, on the core you run, in your tenant. Agents, rules, and screens.
Operate
We run it with you against the KPIs we agreed, and keep tuning until the number moves. Then we keep it there.
The software your team and the agents work in
A shared workspace on top, and your core underneath, ours or the one you run
One queue for your people and the agents. Every draft waits for a person, and every action is on the record.
See WorkbenchAgents pick up the work where it arrives today.
Your people can ask the agents and act on your core from the tools they already chose.
They reach each system through the connections it already has. Nothing is replaced to make room for them.
Our modern core for policy, billing, claims, reinsurance, and distribution. Take it one module at a time.
See InsureEdge
Your policy, billing, and claims systems stay where they are.
