We know the small details are where you can win or lose big when evaluating and processing prospective business. Managing decision points and the associated workflows can become complicated. With the NetRate Portal you can automate your workflows based on user roles and underwriting variables unique to your business and insurance programs.
Automate your submission to policy issuance processes across your distribution network with workflow management built into the NetRate Portal solution. Each user dashboard can be configured with a role-based task list view that displays the work they have in front of them. Your team will see things come on and off their list as business is being processed throughout the day.