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What is Trellis Connect?

Trellis Connect revolutionizes the sharing of personal insurance information by providing users with a quick, user-friendly, and secure platform. By engaging with consumers in their preferred environments, Trellis allows individuals to find personalized insurance options that fit their specific needs. Through the use of consumer-approved data, Trellis Connect emerges as a groundbreaking pre-fill solution for property and casualty insurance, significantly improving the user experience while prioritizing both security and privacy. By partnering with top companies from various industries, such as financial services, fintech, and insurance markets, Trellis delivers comprehensive, white-label insurance solutions from start to finish. The platform not only helps users compare and buy personal property and casualty insurance policies but also ensures they have access to the most advantageous choices on the market. With our premium offering, clients can have a fully licensed team of insurance agents ready to assist them within just a few days, making the insurance process more efficient and accessible. This innovative approach not only simplifies obtaining coverage but also builds a foundation of trust and confidence among users who are in search of reliable insurance options. Ultimately, Trellis Connect is dedicated to enhancing the overall insurance experience for all its users.

What is InsureCert?

InsureCert is a versatile, cloud-driven system for managing insurance policies, catering to brokers, general agents, insurers, and managing general agents alike. This platform provides a comprehensive hub for users to establish online storefronts, handle quotes, process payments, and issue both property and casualty policies seamlessly. Furthermore, InsureCert empowers users to develop white-label websites complete with personalized landing pages to enhance brand identity. Additionally, its advanced multi-rater pricing engine enables users to generate quotes and dispatch invoices to clients in real time, streamlining the entire insurance management process for maximum efficiency. This all-in-one solution is designed to adapt to the diverse needs of the insurance industry.

Media

Media

Integrations Supported

Acorns
Rocket Money

Integrations Supported

Acorns
Rocket Money

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

Trellis

Company Location

United States

Company Website

trellisconnect.com

Company Facts

Organization Name

InsureCert Systems

Date Founded

2017

Company Location

Canada

Company Website

insurecert.com

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory 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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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