Alithya 365 Agency Management

Manage complex broker relationships and elevate sales and customer service

Improve customer interactions & close business faster

Insurance carriers face an ever-changing environment of disruptive technologies, new product offerings, changing market conditions, and material loss events through their normal course of business. These challenges require a higher level of organization to increase production, reduce administrative tasks, and streamline agency operations.

Alithya 365 Agency Management offers functionality for compliance, pipeline and sales management, agent and agency performance management (e.g., premiums by month, loss ratios and hit ratios), and agent licensing and certification management.

Better manage the agent/broker distribution channel
Monitor performance more closely
Make it easier and more profitable for agents to do business with you.

Alithya 365 Agency Management 360 customer view customer screenshot

Get a True 360 Degree Customer View

Leverage marketing automation combined with artificial intelligence (AI) to optimize communications and stay informed with real-time access to all pertinent policyholder information.

Alithya 365 Agency Management Agency Dashboard screenshot

Manage Your Agency at a Glance

Use the agency dashboard for claim monitoring, compliance tracking of agency licenses and appointments, case management, and more.

Get in touch to learn more about Alithya 365 Agency management and how we can help you transform your business.