NetRate Portal: Commercial insurance processing simplified.

Wherever your office is for the day, NetRate simplifies managing and processing your insurance business.

We understand that MGAs, Program Administrators, and Insurance Carriers need to be mobile. The NetRate portal gives you access to manage and process your insurance business. The NetRate Portal brings together our powerful NetRate Commercial Lines Rating and document generation solutions in a convenient, user-friendly, role-driven, cloud platform.


Features


Role-Based Access & Permissions

Role-Based Access & Permissions

Every user login is connected to a role so that each person has permission to access only the components and features that are available for them and their role.

Workflow Management

Workflow management provides each user with a role based task list dashboard.

Workflow Management
Eligibility & Underwriting

Eligibility & Underwriting

The underwriting module can be used to capture your complete underwriting questionnaire, simple eligibility questions or both. Upload documents, such as loss runs, for underwriting review. You can keep it as simple as posting a document with your guidelines, or completely automating the underwriting process. After your underwriting or application questions are added to the portal, responses to the questions can trigger workflows such as automated decline, approval, or underwriter review required. Responses can even drive documentation requirements. When you are ready, we will help you automate the complete process.

Cloud-Based Solution

Easily deploy all of your NetRate solutions while eliminating the need for hardware infrastructure or internal IT staff. Let us worry about up time, bandwidth and hardware so you can focus on writing business. Our newest rating solution is hosted in the trusted Microsoft Azure cloud, while other versions are managed at a SOC 2-compliant hosting facility. We ensure rating availability (99% up time), data backup, server redundancy and security solutions to ensure your data remains your data.

Cloud-Based Solution