Document Sharing
Easy two-way document sharing with your agent, ensuring that confidential information is securely transferred and accurately logged in your system.
Easy two-way document sharing with your agent, ensuring that confidential information is securely transferred and accurately logged in your system.
Don't waste time on phone, you can submit common policy change requests online if eligible. Every company has different endorsement requirements.
Your auto policy holders will have immediate access on your auto ID card online, allowing you to download ID cards from both your desktop or mobile devices 24/7/365.
Each applicant can view a snapshot of their active policies.
You can quickly upload important claims documents from your documents or mobile devices and they will be saved directly in our system.
Clients can be enabled to add holders to a shared certificate master.
Clients can request new certficates in seconds, with new requests immediately. Certificates of insurance are released before the end of the day via email.
Coverage is not bound, changed or cancelled until confirmed in written form by Exclusive Insurance Brokerage.