Agent Portal

BriteCore’s agent portal is both attractive and easy-to-use on any device. Our step-by-step policy setup, point-and-click navigation, and minimal input requirements dramatically increase the speed and accuracy with which agents can perform tasks and look up information.
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Faster & more convenient quoting
Faster & more convenient quoting
Shorter underwriting cycles
Shorter underwriting cycles
Web access to policy info & documents
Web access to policy info & documents
Decreased call volumes from agents
Decreased call volumes from agents
Agent Portal
In terms of accessibility, BriteCore has significantly improved the rate at which information is exchanged between customers and agents. Agents can initiate quotes, endorsements, payments, and loss notices via the BriteQuote agent portal, and Halifax Mutual receives immediate notification from BriteCore. This assists our company by improving the proficiency and reciprocity of our customer service, creating a more instantaneous and multidimensional dialogue with our client base.
Lori Clay
Halifax Mutual Ins. Co.

Accelerated Quoting

Agents can generate a quote based on the lines of business and rates configured in BriteCore and instantly bind new business– all with seamless, automatic enforcement of your company's underwriting standards. Quote flows are customizable to support your company's unique workflows, such as quick quotes or straight-through processing. BriteCore ships with pre-integrations, enabling data lookup and prefill to maximize information and minimize manual lookup.

Tailored Notifications

Administrators can create personalized notifications, marketing messages, or policy updates directly to a user or group of users from the administrator portal. Messages can be sent as through push notification, email, or messages within the app.

Track Key Engagement Metrics

View metrics about policyholders app engagement directly from the administrator portal. Administrators can see when a policyholder opens a document, makes a payment, files a claim, or even clicks a specific button within the portal.

Product Features

BriteCore’s agent portal enables your agents to conduct business faster and easier. The portal provides agents with web-based access to insured policy, billing, and claims information and documents. Streamlined quoting results in quicker quotes for your agents, better information for your underwriters, and shorter underwriting cycles. Increased information accessibility results in fewer questions for your staff. When an agent has a question, they can engage your company staff in real-time using BriteCore’s Live Chat integration.

Sales (quotes and policy issuance)
Policy management
Billing management
Claim FNOL
Agent communication with the adjuster
Document upload
Document view
Claim status inquiry across the agent's book of business
Agent commission management and reporting
Analytics and dashboard for agents