Use cases by role

Agent FM for insurance brokers

Five carrier portals want the same FEIN before lunch, the COI queue refills itself overnight, and the renewals keep arriving whether or not the loss runs did.

Agent FM cross-checks every quote entry and certificate against the policy before it saves anything, and nothing reaches a carrier or a client without your sign-off.

The plays

The five-portal quote

Hand it the client and your carrier list. It re-keys the application in each portal, compares premiums and terms, and flags the best rate with the client summary already drafted for your OK.

Get GL quotes from our five carriers and flag the best rateView →The COI queue

It works the pending certificate requests in EZLynx, checks limits and additional insured wording against the policy, and drafts the email to each holder.

Work through the COI queue and draft each holder's emailView →Loss run roundup

Give it the renewal client and it preps the request with each prior carrier, portal flow where one exists, drafted email where one does not.

Request loss runs from the last three carriersView →Renewal radar

Every Monday it sweeps the book for policies renewing inside 90 days and briefs you on where each one stands and the next action, shortest fuse first.

Keep the renewal radar current every MondayView →

The collection

Get GL quotes for [client] from our five carriers and flag the best rate.
Issue the pending COIs for [client] in EZLynx and draft the emails to each certificate holder.
Request loss runs for [client]'s renewal from their last three carriers.
Sweep the book for renewals inside 90 days and brief me on where each one stands.
Check appetite across our carriers for [risk class] and tell me who will write it.
Sweep the book for monoline clients missing an obvious line and draft the outreach.

You get back the work clients hire a broker for: reading the risk and knowing which market should write it. Get early access and make the renewal sweep your first handoff when access opens.

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