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What is NOBL?

NOBL signifies a revolutionary advancement in the realm of agency management systems, focusing on the management of daily operations associated with insurance trust accounts and guaranteeing the financial integrity of premiums, thereby setting itself apart from conventional systems. Through the implementation of sophisticated trust ledger accounting and pioneering outsourcing technology for trust accounts, NOBL enhances workflow efficiency and significantly elevates operational productivity for property and casualty (P&C) insurance agencies. Much like payroll services, agencies only need to provide their source documents, after which Paulmar, the appointed outsourcing partner, oversees the management of premiums from the transaction stage until they are fully distributed to the rightful beneficiaries. The adoption of NOBL is smooth and integrates effortlessly with both new accounts and renewals, ensuring that an agency's daily operations persist without disruption. This innovative technology is ready for immediate implementation and is poised to markedly enhance the efficacy of P&C independent agencies, transforming them into not only more productive entities but also markedly more efficient in their operational practices. Consequently, agencies can anticipate a significant overhaul in their financial management processes, which may lead to improved profitability and greater client satisfaction, as they adapt to an increasingly competitive market landscape. The potential for growth and optimization within these agencies could reshape their future success.

What is Zywave Broker Briefcase P&C Edition?

Zywave's outlook on technology is more ambitious and far-reaching than ever before. Tune in to our CEO, Jason Liu, as he elaborates on our recent acquisition and illustrates how Zywave is driving innovation in the insurance sector to boost efficiency and enhance profitability. Our technology is designed to free up precious time in your daily routine, allowing you to focus on what matters most—caring for your clients. By harnessing our sales management and client delivery tools, along with our extensive content library, you can craft an extraordinary customer experience. Move beyond the traditional role of a benefits broker; whether you need support with healthcare analytics, compliance, content, or human resources, we provide the essential solutions to help you become a trusted advisor. By employing our offerings in risk management, mod analysis, and compliance, you can deliver insightful strategies that set your agency apart from competitors. With Zywave, not only can you improve the quality of service in the insurance industry, but you can also redefine your role to become an indispensable consultant for your clients, thus elevating the industry's standards even further.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Paulmar Group

Date Founded

2009

Company Location

United States

Company Website

www.paulmartrustaccounting.com

Company Facts

Organization Name

Zywave

Company Location

United States

Company Website

www.zywave.com/content-cloud/broker-briefcase-pc-edition/

Categories and Features

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

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

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

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