For retail agencies and brokers
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Productivity problems holding you back?
Let’s get you organized and back on track to growth.
Our dashboards and easy-to-onboard solutions help you convert data to actionable information, improve carrier and partner relationships, and enhance risk management.
- Track partner relationships
- Improve associate experience
- Streamline policy servicing, COIs, renewal submissions, and more
- Improve risk management
Automate your direct bill commission process
Featured product:
Direct Bill Complete
Direct bill reconciliation often means manual, time-intensive labor – but it doesn’t have to. Our AI-driven software supports the complete direct bill statement entry process with humans in the loop. Automated data extraction and transaction matching saves you time, while expert human oversight ensures maximum accuracy.
65%+
automated end-to-end process
20%
cost reduction from traditional BPM model
95%
of transactions matched without client involvement
Get the details on Direct Bill Complete
Free up your accounting teams’ capacity with technology and human expertise
Gain partner visibility
Featured product:
Carrier Insights
Get 100% visibility of your carrier partnerships with the right analytics software. Our dashboard helps you track incentives, manage contingency income, and perform year-over-year analysis.
$2.4M
additional revenue for clients from error identification
180+ carriers
Trust us for tracking contingency contracts
95%
accuracy predicting end-of-year bonus results
Use case: Maximize your revenue from carrier partnerships
Get the details on Carrier Insights
How to get the most out of contingent commissions
Make policy checks a strategic advantage
Featured product:
Policy Insights® AdvanceCheck
Policy Insights® ExpressCheck
Empower your agency with a policy analytics tool that not only streamlines review and coordination, but integrates easily with your AMS to provide new insights into your business. Monitor policy processing real-time, track account manager performance, and quickly identify and correct E&O issues.
6-8
average discrepancies per policy found by our teams
31,000+
policies checked monthly
22%
average reduction in policy errors
Use case: Tune your policy checking process for maximum accuracy and growth
Case study: Policy Insights with Odell Studner
Policy checking: A vital step to mitigate E&O and improve service
What’s missing in most policy checking solutions?
Simplify certificate of insurance management
Featured product:
Certs Center
COIs are more than an entry-level task, and without the most advanced COI management software, you could be missing valuable insights into your certificate management process. Our proprietary tracking system and specialized teams follow requests from receipt to issuance and work on-demand for fast turnaround times and improved client outcomes.
2-to-4-hour
turnaround time for standard on-demand certificates
1 million+
certificates issued in 2023
98%
of certs issued met TAT SLA
Use case: Manage Certificates of Insurance with ease and confidence
Get the details on Certs Center
What are the hidden challenges in your certs process?
Tips & tricks to prevent certificate misunderstandings
Increase productivity for renewal submissions
Featured product:
TowerIQ
Get a single source of truth with our proprietary renewal workflow software. Fitting in seamlessly with your AMS, it helps to simplify your workflow with a standardized system, reduces risk with automated processing, and keeps your data secure.
Up to 30%
time savings for account managers
Access my TowerIQ portal
Can we make things easier for you?
If you’re struggling with repetitive tasks and disorganized data, we can help. Talk to our experts today to get your agency organized and thriving.
Get back on track