Contract appendices are dynamically generated and prepopulated based on producer selections, including LoB and product selections.

Automatic data population from primary sources – including NIPR, BI providers and internal CRM and third party systems – to reduce data entry.

Auto-trigger appointment transactions and background investigations based on business rules, eliminating the need for staff intervention.

Real-time credentials validation and data synchronization with the NIPR ensure that producers are properly credentialed at the time of business placement.

Auto-route electronic contracting packets through the approval process, ensuring that required sign-offs occur and exceptions are queued for review.

Self-service capabilities include guided interview questions, simple forms maintenance, real-time appendix creation and easy access to hierarchy views.

Status alerts are sent to designated recipients as contracting progresses. Provide unified views of contracting approval status and exceptions.

Generate templated and ad-hoc reports, across the producer population, at any level of the company’s hierarchy.