Streamline and enhance the way you manage your relationships with brokers or agents with the Stakeholder Module. Developed by insurance professionals for the insurance industry, this innovative software is affordable and powerful, enabling carriers, mutuals, managing general agents (MGAs) and brokers with programs to innovate, automate and stay competitive.
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Key Features & Functionality
The Stakeholder Module makes managing broker/agent and vendor relationships easy with broker codes and offices hierarchies, email distribution settings, activity tracking and more. You can also enable brokerages and agencies to self-administer their employees, roles and access to the Gateway Module.
Comprehensive Relationship Management with Brokerages & Agencies
- Set up corporate information and contracts
- Configure broker offices using parent-child hierarchy
- Set up contact information for use on policy documents, broker statements, and email distribution
- Set up batch emailing for documents to broker offices
- Use activities to track and follow-up on business development and set alerts as needed
- Drag and drop attachments
Manage Broker Codes Easily
- Set up broker codes using a parent-child hierarchy
- Configure the broker codes including billing options, lines of business, product categories, and province
- Set email distribution settings for real-time emails to insureds and brokers
Self-Administration for Broker Partners
- Enable brokers or agents to self-administer their employees
- Enable access to the Gateway Module
Here’s a peek into the Stakeholder Module:
Benefits of the Stakeholder Module
Your MGA, brokerage or insurance company or mutual can benefit from the Stakeholder module through enhanced efficiency, staying competitive, scalability, flexibility and affordability. Plus, it was designed by insurance professionals.
Enhanced Efficiency
Automate routine tasks and processes, improving accuracy and your team’s efficiency while reducing overhead.
Stay Competitive
Stay ahead of the competition with a software solution that is truly innovative, offering superior service to your broker and agent partners.
Scalability & Flexibility
Modular Solutions is completely configurable to your requirements and workflows. You can easily adapt to the changing needs of your business with a flexible and scalable solution that grows with you.
Affordable for Small & Mid-Sized Companies
Our powerful software is affordable for brokers with programs, MGAs and small to mid-size insurance companies and mutuals.
Designed by Industry Experts
We were insurance professionals first – we understand the nuances and challenges of the insurance industry. Our team developed software that we wanted to use – plus you benefit from ongoing updates and improvement informed by real-world experience and feedback.
Want to see more of the Stakeholder Module in action?
Leverage Integrations with the Solutions Exchange
Seamless third party API integrations through the Solutions Exchange enhances your user experience and expands the functionality of the Modular Solutions platform even further. Leverage evaluators, risk assessment tools, accounting software and more to make your processes and workflows more accurate and efficient.
Learn more about the Solutions Exchange here >
Frequently Asked Questions About the Stakeholder Module
Here are some answers to our most frequently asked questions about the Stakeholder module.
Can my broker partners self-administer their employees and access?
Yes, the Stakeholder module allows broker partners to manage their employees and access to other Modular Solutions modules such as Gateway. However, you must enable this permission and their access is restricted to their own employee management.
Can a single brokerage or agency have multiple broker codes configured?
Yes, a broker code can be associated with many broker offices or one broker office can be associated to multiple broker codes. You can also assign capacity based on broker codes in the Reinsurance Module.