Solutions Exchange

Premium Finance Integrations

Integrated with the payment processor, self finance and/or utilize third party financing for automated financing fees, contract creation and follow up for e-signature.

Analytics

Providing an interactive and visual software for the process of discovering, interpreting, and communicating significant patterns in data, with a focus on business intelligence.

Payment Processor

Simple and secure online payments, providing flexible payment options for your customers with real-time payment scheduling and instant payment amendments.

Risk Assessment Tools

Connections to APIs that contribute to the success of better understanding risk factors while ensuring reliable and valid data.

Credit and/or Social, Criminal, Behavioral Checks

Seamless and quick soft credit checks to allow brokers to determine if monthly payments should be offered and underwriting to determine additional risk factors for potential discount options.

Evaluator

Ensuring accurate quoting in a timely manner by pulling real-time property data to ensure your clients are properly insured

Sanctioning

Access quality, relevant risk intelligence sanctions-screening data to help you meet your regulatory obligations quickly and efficiently.

Marketing CRM

Promote your business and products in a powerful but simplistic way, to attract visitors, convert leads, and close & retain customers using API integrations you need for marketing, sales, content management, and customer service.

Fire Underwriters Survey

FUS provides data on public fire protection for fire insurance statistical work and underwriting purposes of subscribing insurance companies.

Instant Chat

Offer instant customer communications management by assisting customers quickly and proactively through chat tools, customer engagement, widget customization, reports & analytics all securely.

Secured Login

Auth0 is a secure login service for software applications that offers authentication and authorization features such as SSO and MFA. It ensures user information is protected.

Accounting

Cloud accounting integrations providing easy access from anywhere to Keep your books accurate and up to date, automatically.