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What is Federato?

Simplify the risk assessment process by cutting down the number of locations that underwriters and staff must assess from 15 to a single site. Offer immediate insights into appetites, potential success rates, and established guidelines, allowing the most viable business opportunities to surface within the underwriter's priorities. Empower underwriters to make well-informed decisions that are in sync with the organization's broader objectives and strategic vision. Utilize visual tools to monitor risk accumulations, proactively manage the portfolio, and guide underwriters toward the most advantageous results. Alleviate underwriters and staff from monotonous tasks like filling out paperwork and searching for risk information and underwriting criteria. Tailored workflows for new business, renewals, and referrals incorporate goal-setting, performance tracking, detailed account data, and risk evaluations. Our cutting-edge platform improves risk selection and offers portfolio-aware insights, facilitating a smoother journey for underwriters as they approach the final phases of underwriting and core operations through an intuitive workflow designed for their specific needs. By embracing these innovations, the underwriting process will not only become more efficient and effective but will also create a positive impact on the organization as a whole, fostering a culture of streamlined operations and enhanced decision-making.

What is 20Miles?

After encountering this inspiring story, I have integrated its core ideas into every facet of my life. From my career pursuits to personal responsibilities, including fitness and mindfulness routines, I diligently cover 20 miles each day. Make use of our efficient templates and processes designed to address a variety of scenarios, whether they involve renewals, referrals, or exploring new opportunities. Our cutting-edge system will recommend the best next steps for engaging with each individual in your network. If you’re struggling to keep in touch with certain people or determine when to reach out again, 20 Miles offers actionable insights tailored to your needs. Furthermore, 20 Miles tracks how engaged your contacts are by examining their behaviors, such as email interactions, link clicks, and replies. This analysis allows us to effectively prioritize your sales pipeline based on authentic interest, ensuring that you concentrate on the most promising prospects. By adopting this holistic strategy, you can foster meaningful connections while optimizing your business growth and success. Additionally, this method not only enhances your productivity but also cultivates a more focused approach to relationship management, leading to sustained long-term benefits.

Media

Media

Integrations Supported

Insly
Salesforce

Integrations Supported

Insly
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49 per user per 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

Federato

Company Location

United States

Company Website

www.federato.ai/

Company Facts

Organization Name

20Miles

Date Founded

2019

Company Location

United States

Company Website

20miles.us

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

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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