Templates
Start Halfway There.
"Agencyport successfully implemented an integrated agency portal solution in 120 days that exceeded our expectations with regard to agency adoption and operational efficiency."
Sitting on top of the AgencyPortal™ platform, Agencyport's ACORD-based Templates provide a jumpstart in the development process, giving carriers fully functional insurance web applications right out of the box. Our Templates include a combination of working web screens, dynamically populated and rendered ACORD PDF documents, and workflow necessary to streamline each line of business. Based on the ACORD definition of each line of business, the Templates provide a web application with all of the fields and data collection elements needed to process a full, valid P&C transaction. Any company-specific fields or supplemental forms can be easily added.
Using the Templates and AgencyPortal™ together, carriers can focus on the specific configuration and integration points that make their implementation unique. Not having to worry about the data model, workflow, application development, look and feel, and myriad other elements that go into the build-out of an agency portal web solution saves carriers significant time and money. Our Templates offer:
- Pre-built web applications for each ACORD line of business
- Built-in endorsement functionality
- Built-in field validation and underwriting rules
- Automatically pre-filled ACORD forms
- Ability to plug into AgencyConnect™ to streamline bridging
- First Notice of Loss for Personal and Commercial Lines
- Easily configured and maintained with the Agencyport Toolkit
Line of business templates currently available include:
Personal Lines
- Homeowners
- Personal Automobile
- Personal Umbrella
- Dwelling Fire
- First Notice of Loss
Specialty Lines/Custom Built Templates
- For non-ACORD based lines of business or specialty lines, Templates can be custom-built.
Commercial Lines
- Workers Compensation
- Business Owners (BOP)
- Commercial Automobile
- Garage & Dealers
- Commercial Property
- General Liability
- Commercial Umbrella
- Commercial Package
- Inland Marine
- Crime
- Farmowners
- First Notice of Loss