SL Digitized
Digitize Your Agency Bill or Surplus Lines Sales Process
No code, lead-to-bind solution for niche P&C insurance business
Available Features
Online Applications
We automate the application and quoting process. Centralize e-signatures, financing, and binding. 100% Digital! Each form is assigned a unique URL, making it easy to integrate into your website or share directly with clients.
Streamline
New Business
Smart lead capture forms gather all necessary information to produce fully completed carrier applications, Acords, and agency forms. Automation settings ensure follow-up with prospects through email, text, and voice notifications.
Automate
Renewals
Proactive automation ensures that the client receives, reviews, and approves the renewal application. Instantly review, edit, generate and send carrier applications to underwriter(s).
SMS
Voice/Email
Automation sends reminders for new business, renewal, endorsements via:
Text/SMS, Email,
and/or
Prerecorded Voice call
Premium Financing
Integrated partner Finance Company automatically creates a finance agreement and emails a e-complete link to book the financing, and collects the down payment.
Issues net due payments to your markets.
Get paid up to 2x more revenue from placing financing versus your current finance company using the same rate schedule.
Advanced E-Sign
Carrier Payments
Advanced e-signature features will automatically add fields to forms which require date, signature, title, etc., saving valuable time.
On financed policies carrier/market is funded by the finance company. Your commission and fees are deposited to your account via ACH.
​
Integrations
Integrate with any third party
​​
-
Payment Processors
-
Accounting Systems​
-
Finance Companies
-
E-signature systems
-
Management Systems
-
Rating Software
-
and more
MGA/MGU'S
Rate
SL Tax Calculations
Quote
Bind
Issue Policies
LESS STRESS, MORE TIME, REDUCE E&O RISK
2.5 Hours
Saved on each account
2X
Double your revenue with current staff
10X
Easily scale your business to new heights