Program Brokers

Brokerages who manage their own programs often have many manual processes. See how the Modular Solutions platform can help you automate today.

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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

Receive Feature Sheet →

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.

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Custom Development

Our development team will scope and determine the feasibility of all custom development requests and inflow to our team if deemed viable.

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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.

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Migration

Our team will work with you to develop a plan for the migration of your existing data onto your new Modular insurance software.

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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

1

Design, build and publish your proprietary products with our one of a kind design product

2

Allows underwriters to make changes to rates and rules in real-time during the policy term

3

Full policy life cycle automation for both the Broker and Underwriter (quote, bind, issue, change, cancel, renew)

4

Underwriter Referral functionality for the underwriter to review a quote from a broker before bind

5

Automated bordereau reports, declaration page and application

6

Limit and capacity monitoring to ensure Lloyds of London requirements are adhered to

7

Subscription management functionality to meet Lloyds of London requirements

8

Auto generation of certificates of insurance for clients and other third-parties

Are you ready to go modular?

Book a demo today