Carrier & Broker Link
For a group that both carries risk and places it.
What installs
It joins them; it does not replace either.
| What | |
|---|---|
| This module | Insurance Carrier Agency Link: the group link screens, the nightly book mirror, the carrier remittance wizard and the in-database quote against the group carrier. |
| Sold separately | Insurance Management — the carrier's policies, transactions and rating service. |
| Sold separately | Insurance Agency Management — the brokerage's book, commission ledger and carrier statements. |
| Your price | The foundation it installs on is free, and the two apps it joins are priced on their own pages. |
In this guide
- Our own group's business, or somebody else's — The Group Link
- A remittance read from the carrier's own transactions — Commission Across The Group
- Setting up
- Every feature, at a glance
- Questions
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