Program Brokers
Brokerages who manage their own programs often have many manual processes. See how the Modular Solutions platform can help you automate today.
Broker Portal
Use your very own configured broker portal to optimize efficiencies via an integration with your policy administration system.
What does optimization look like?
- Real-time quote
- 100% quote accuracy
- Bind and issue the policy
- Process full payment or setup premium financing
- Receive policy documents
…All with one click in real-time
Solutions
A policy administration system to manage your in house programs. In our product’s module, you will build and publish your products for use by your underwriters in the policy module and your brokers in the gateway module.
- Automate submission from your broker eliminating manual entry
- Underwriter referral feature
- Automated policy document creation
- Automated bordreau report creation
Modules
The Modular Ecosystem
Solutions Exchange
Connect a multitude of products together to further expand our holistic platform with third-party API integration. We’ve partnered with companies providing lead management, marketing, credit checking, sanctions, accounting solutions and so much more.
See our solution exchange partners →
Services & Support
Our Canadian team of insurance and technology experts are here to assist with implementation and provide ongoing support, ensuring your success.
Custom Development
Our development team will scope and determine the feasibility of all custom development requests and inflow to our team if deemed viable.
Product Build and Design
Our consultants will assist you with building your products including rates, rules, underwriting guidelines, and user interfaces to publish those products in your instance of the Modular Solutions platform.
Migration
Our team will work with you to develop a plan for the migration of your existing data onto your new Modular insurance software.
Training
Once you are onboarded, your modules are configured, and your products are built, our team of professionals will start training, ensuring you get the most out of your investment.
Key Features & Functionality
Design, build and publish your proprietary products with our one of a kind design product
2Allows underwriters to make changes to rates and rules in real-time during the policy term
3Full policy life cycle automation for both the Broker and Underwriter (quote, bind, issue, change, cancel, renew)
4Underwriter Referral functionality for the underwriter to review a quote from a broker before bind
5Automated bordereau reports, declaration page and application
6Limit and capacity monitoring to ensure Lloyds of London requirements are adhered to
7Subscription management functionality to meet Lloyds of London requirements
8Auto generation of certificates of insurance for clients and other third-parties