Property & Casualty - Producer
Wynsure’s Producer Module is a unique blend of Customer Relationship Management and Insurance Producer Management that enables our customers to efficiently manage their agents, agencies, customers, commissions, profit sharing, contracts and licensing. Multiple types of agents (IA, GA, MGA, etc) can be created with varying levels of authorization.
This module is part of Wynsure’s complete offering or it can easily interface to any existing application such as a Claim or Policy administration, data warehouse, or any real-time source including background checks, license verification or state appointments. Agents can store and manage employee – customer relationships including tracking demographic information.
This functionality includes a simple view of the producer’s entire organizational structure, as well as the complete history of all user access. This allows for the tracking of essential metrics for profitability, marketing reports, underwriting, training, contest results, contract changes and more.
Let us show you how Wynsure’s Producer Module can make your organization more efficient through this unique offering.
Features
- Simple User Interface
- Producer Management
- Line of Business Authorization
- Commission Management
- Agency Relationship Management
- License Verifications and State Appointments
- Supports Transfer of Business
- Mining of Rich Relationship Data
- Interface to National Producer Registry