Productivity Tools

Tools (products and services) that help with your productivity (Agency operations, marketing and management).

Premium Search


Your Premium Search dashboard saves all of your searches (unlimited) and you can name each search to reference it in the future.

Find exactly what you're looking for, instantly! Store unlimited searches, name your searches, retrieve them on any device. All searches are neatly organized by type of search (markets, users, jobs, articles, products, discussions, etc). 

For example - If you have multiple clients that are in the Hotel business? No problem, name your searches 'Hotel - General Liability - Client A', 'Hotel - General Liability - Client B' - complete that search again with one click! Create as many as you like and use the filter function to sort, organize and re-use your saved searches quickly.

All for the price of a cup of coffee. Imagine the time you will save, by having reusable one click searches at your fingertips, allowing you to focus on your clients (new and renewals)!

Monthly price: $4.95
Annual price: $49.95

Prestige Pro


A simple and effective reputation management platform for busy insurance professionals – managed for you, by experts.
Monthly price: $24.95
Annual price: $199.95

Submission Dashboard


By simple definition - a submission is a request to a carrier, wholesaler or provider to underwrite and bind a policy. In other words, it is a detailed request for a quote and subsequent binding. 

Our Submission Dashboard is, accordingly to many commercial lines agents that use the tool regularly... 

"the most powerful submission management tool ..."

...the first and only service of its kind - a best-in-class interactive tool that allows you to submit, track your submissions, re-submit and rate your submissions experience and the provider responses, all in one place, and secure (encrypted)

We have plans to extend it to allow users to import their clients and prospects, integrate the submissions with ACORD XML, Instant Quick Quoting and many more powerful features.
The bottom line - agents are saving time and/or making money!
Here are some averages from the past year -
Category Submissions Wins Commissions
Commercial 40 20 $11800.00
Life/Health/Benefits 25 9 $4500.00
Personal Lines 9 3 $2100.00
Other 4 1 NA
 
 

Monthly price: $9.95
Annual price: $99.95