Document generation and policy issuance simplified.

Eliminate duplicate data entry and shorten your time to market.

We understand that MGAs, Program Administrators, and Insurance Carriers need to generate all types of documents ranging from quote letters and proposals to policy forms and proof of insurance cards. You need a solution that can take data that already exists and populate your form templates to eliminate duplicate data entry. A solution that contains pre-built form templates and business rules so you can get to market quickly and eliminate expensive consulting time re-creating forms and business rules. A solution that can be quickly configured to meet the exacting requirements of your unique program with an intuitive user interface and accessible via web services. NetRate provides a powerful, efficient, streamlined process for generating the documents that drive your business.

Features


SO® Commercial Lines Forms, Business Rules & Maintenance

ISO® Commercial Lines Forms, Business Rules & Maintenance

As part of the Verisk/ISO Strategic Alliance program, we deliver and maintain ISO® form templates and business rules libraries out of the box. NetRate incorporates the latest ISO® forms and business rules, with the flexibility of selecting the version required by your fi­ling. As ISO® publishes new form templates, our team gets them ready to use in your ISO® forms library. We offer all of the major ISO® commercial lines for all states. Commercial Auto, General Liability, Property, Inland Marine, Crime – we have you covered!

Custom Policy Forms & Business Rules

Our experienced team can rapidly develop and deploy custom, carrier specific forms, complete with data mapping and business rules to eliminate duplicate data entry and E & O risk. The forms can also be included with the policy as appropriate.

Custom Policy Forms & Business Rules
Automatically Generate the Correct Forms

Automatically Generate the Correct Forms

The powerful business rules engine built-in to NetRate uses information from the rating process or data submitted from a third-party application to automatically select the correct mandatory forms and display the appropriate optional forms for underwriter selection. Once selected, data passed to NetRate completes the forms and your policy document is ready to send and store.

Integration & Data

Gone are the days of having to re-enter data from one system to another. We can easily integrate your third-party applications, such as a policy administration system, with your document generation and policy issuance. 

At NetRate, we can import data from spreadsheets, .PDF documents, third-party web services, XML and more.