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Insurance Agencies

Better manage your agent activities and boost lead management and onboarding
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Insurance organizations today require a higher level of automation to increase production, reduce administrative tasks and streamline agency operations.

Get Control of Your Agent Channel! Request your Free 30-Minute Consultation.

More Efficiently Manage Your Agent Channel
  • Attract high-performing agents while eliminating license non-compliance, streamlining onboarding and education, and culling against low performance standards
Automate Business Processes
  • Dashboards, insurance calculators, claim tracking, compliance tracking, agent, broker, and customer portals, digital onboarding, artificial intelligence, marketing automation, and more

Seamless Integration to Microsoft Dynamics 365
  • Integrate seamlessly with Microsoft Dynamics 365 Customer Engagement (CRM) to deliver differentiated policy holder and broker experiences
Excel at Customer Service
  • Discover a one-stop-shop for anyone who is handling a customer inquiry from the point of sale through to the processing of a claim
Alithya Insurance Customers Include:

RLI - bigger
HISCOX - bigger