Out-of-the-box Insurance Core System

Underwrite accounts from the dashboard. Fully automate or set approval requirements. Store underwriting documents and a record of all correspondence with the insured and brokers. Track when payments are made and send reminders through the dashboard. 

Fully automate or set approvals

Track payments and send reminders

Policy access and policy changes are managed from the dashboard. No need to connect two separate systems – any transactions made by an authorized underwriter, broker or insured are reflected in real-time.

One system

Make your brokers more efficient. With tools to track correspondence with the insureds, send payment reminders and see what has been viewed or actioned on, your brokers will be able to do more business more efficiently. Dashboard information allows brokers to keep track of their business with you, commissions and clients. 

CRM tools for your brokers

Real-time visibility

One dashboard that integrates underwriting, policy administration, and agent management can help you be more efficient. Stop maintaining separate data.

The broker portal empowers brokers with tools to connect with their clients, like sending payment links and reminders through the dashboard. 

Have full visibility into client activity in real-time. Brokers can set alerts to be notified when premium is paid or when endorsements are purchased, so everyone has up-to-date information.

Create direct storefronts for consumers or agents to get instant quotes, bind policies and manage mid-term changes. Insured access is built-in through login access to policy documents and endorsement and renewal options. Use the Draftrs Software template or build into your existing site.

Storefronts for agents and consumers

Insured access to policy information and self-service

Empower your brokers with custom storefronts with their branding. All emails, payment reminders, customer login and policy portal screens can also be branded with the agent name and contact information included. Use an agent-branded subdomain or embed the store directly into the agent’s website. 

Use agent branding for storefronts, emails and the policy portal

Available on subdomains or embedded into the agent’s site

Storefronts allow you to reach consumers or agents directly through your site. 

Embed storefronts directly into association or partnership sites, or let brokers use storefronts as their customer intake forms.

Use broker-branded storefronts and correspondence to keep the broker top-of-mind for the insured. 

Embed quoting and binding tools directly into third-party sites. Expand distribution by adding instant quoting tools to associations and partnership sites. Provide partners code that can easily be inserted into their site to offer instant quoting and binding.

Add instant quotes on third-party sites

Draftrs Software offers API documentation to connect into third-party sites like comparison raters so that agents and insureds can find you when they are comparing options. 

Use APIs to connect to third-party comparison raters or portals

Leverage partnership opportunities with third-party comparison raters, associations and industry sites by embedding instant quoting tools or connecting via APIs.

Draftrs Software embedded quoting tools and API integrations are easy to set up, with code that can simply be dropped in and updated developer documentation.

With easy integrations, your team can focus on expanding relationships.

Report to your carrier with monthly downloadable bordereau reports or connect directly into the carrier system for real-time reporting. Single or multiple carrier views supported. Select exactly what data fields you want to report.

Monthly or real-time bordereau reports

Support for single or multiple carriers

Download monthly reports for agents with full transaction details. Agents also have real-time views of aggregate quoting, binding and commissions activity for the period in the Dashboard console.

Monthly downloadable reports

Real-time dashboard views

Use the dashboard views for real-time updates. For more customizable reporting, easily connect your data into third-party business information sites like Tableau or open-source resources like Elastic Search for fully customizable data views. 

Modern data storage solutions like Elastic

Real-time dashboard views 

Connect to third-party BI providers

Provide your carrier partners with real-time bordereau data so they are always up-to-date. Let carriers directly access the dashboard to review quotes.

With real-time dashboard tools, you are always up-to-date. For additional visualization options, connect to a third-party business information provider.

Once reporting is set up, you can free up resources for other parts of the business.