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What is CoverWallet for Agents?

CoverWallet for Agents, a branch of Aon, is a cutting-edge technology platform that serves as a single access point for insurance agents seeking various carriers and lines of business. This innovative solution enables agents to deliver commercial insurance offerings to businesses in a fast, simple, and effective manner, optimizing the quoting process for both agents and agencies. Users are afforded the advantage of a unified application that allows them to compare several actionable quotes, bind policies online, and manage client accounts seamlessly from one digital platform. The application caters to multiple insurance lines, including General Liability, BOP, and Professional Liability, facilitating a broad range of coverage options. As users navigate the application, it smartly pre-fills responses and eliminates unnecessary inquiries, thus enhancing overall efficiency. With accessibility across devices such as mobile phones, tablets, and desktops, the platform provides users with the flexibility needed for on-the-go operations. Agents can quickly assess quotes from various top national insurers without requiring prior appointments and can adjust quotes, modify coverages, change limits, and alter deductibles with just a click, which contributes to a smooth and user-friendly experience. This all-encompassing strategy not only conserves time but also empowers agents to deliver customized insurance solutions to their clients more proficiently, ultimately fostering stronger client relationships and improved service delivery.

What is Ace Fleet Insurance Rating?

The Ace Fleet Experience Rating Software is a crucial tool for managing fleet policies and their corresponding premiums. It plays an integral role for insurers focused on commercial property and liability coverage by enabling them to provide fleet insurance to their clients. Notable features of this software include: Users can easily add, populate, delete, copy, rerate, export, and import policies, all from any PC with internet access. The software can be downloaded online, and the policy data is securely stored on the cloud, allowing for convenient access from any device. Insurers can choose to host policy information on secure external servers or adapt it for use within their private intranet. Additionally, the fleet software is designed for compatibility with existing policy management systems, allowing for a cohesive integration into current processes. It also calculates both the manual premium and the fleet-rated premium, significantly improving the fleet insurance pricing methodology. In essence, this software not only enhances operational efficiency but also stands out as an essential resource for professionals in the insurance sector, ultimately helping them serve their clients better.

Media

Media

Integrations Supported

CoverWallet

Integrations Supported

CoverWallet

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1000.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CoverWallet

Date Founded

2018

Company Location

United States

Company Website

agents.coverwallet.com

Company Facts

Organization Name

Ace Actuarial Consulting

Date Founded

2013

Company Location

Canada

Company Website

www.AceActuarial.com

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Categories and Features

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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