A digital experience platform with agent portal capabilities providing a unified workspace for agents to manage customer relationships, policies, and sales. Features include quote-to-bind functionality, commission tracking, and customer service tools with a modern, intuitive interface.
Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
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Self-Service Registration Allows agents to register and create their accounts without administrator intervention. |
EIS DXP provides self-service onboarding features allowing agents to register without administrator intervention (from product documentation and marketing materials). | |
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Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators. |
Platform supports granular role-based access control for agents, managers, and administrators (referenced in EIS security architecture whitepapers). | |
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Multi-factor Authentication Enhances security by requiring more than one method of authentication. |
Product supports multi-factor authentication for agent login, documented in security overview for compliance with industry standards. | |
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Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration. |
No information available | |
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Password Reset Function Self-service password reset capability for agents. |
Self-service password reset functionality is mentioned in product security documentation. | |
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Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers. |
SSO integration is a standard feature as DXP integrates with enterprise identity providers. | |
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Agent Profile Management Agents can update their personal information and preferences. |
Agent profile/personal information management is part of the portal’s self-service features. | |
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Onboarding Tutorials Guided walkthroughs and instructional content for new portal users. |
Onboarding tutorials are provided as part of user enablement and training components. | |
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User Activity Logging Tracks and logs agent actions within the portal for audit and compliance. |
The platform maintains user activity logging/audit trails for compliance and security. | |
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Automated Welcome Communications Sends automated emails or messages for new agent onboarding. |
Automated welcome communications via email or in-app messages are present as part of onboarding workflows. |
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Product Search Enables agents to quickly search for products within the catalog. |
Product catalog includes robust search functionality for agents (per product demos and documentation). | |
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Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage). |
Filter and sort options are available for product catalogs in the UI. | |
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Side-by-Side Comparison Displays product features for direct comparison between multiple products. |
No information available | |
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Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer. |
Comprehensive product pages with details and customer segments are available. | |
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Document Downloads Allows agents to download product brochures, policy documents, and forms. |
Document downloads for product and policy docs are supported. | |
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Real-time Updates Instantly reflects changes or updates to product information. |
Changes to product info are reflected in real-time in the agent portal. | |
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Product Video Demos Includes video explanations or guides for products. |
No information available | |
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Frequently Asked Questions (FAQs) Provides common questions and answers regarding products. |
FAQ sections are included for self-service assistance regarding product information. | |
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Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices. |
The UI is mobile responsive, ensuring product information is easily available on mobile devices. | |
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Localization/Translation Support Product information available in multiple languages as needed. |
No information available |
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Instant Quoting Engine Calculates premiums and coverage instantly based on entered data. |
Instant quoting is a key feature described as 'quote-to-bind' capability in the solution. | |
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Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow. |
Supports multi-carrier quoting workflows, as shown in use cases for agencies using multiple insurers. | |
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Customizable Quote Templates Enables agents to personalize quote presentations for clients. |
Quote templates are customizable as part of agent-client communication workflows. | |
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Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes. |
Quotes can be saved, retrieved and managed by agents. | |
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Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements. |
Instant underwriting feedback is provided in real time following data entry for quote-to-bind. | |
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Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations. |
No information available | |
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Pre-Filled Client Data Auto-populates client information to streamline quoting. |
Client data is pre-filled from CRM and prior records to speed the quote process. | |
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Rate Comparison Charts Visualizes rate differences between products and carriers. |
Rate comparison tools and charts are standard in quoting modules. | |
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Calculation Speed Time taken to return quote results once data is submitted. |
No information available | |
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Automated Compliance Checks Identifies if quote/proposal meets underwriting and regulatory requirements. |
EIS DXP includes regulatory/compliance checks during quoting. |
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Policy Lookup Search and retrieve policy details for agents' clients. |
Policy lookup/search is a core feature for agents. | |
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Endorsement Processing Submit and track endorsements or changes to existing policies. |
Endorsement/servicing of policies (submit and track changes) is built in. | |
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Renewal Notifications Automatically alerts agents to upcoming policy renewals. |
Renewal notifications to agents and clients are automated in the portal. | |
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Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration. |
No information available | |
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Document Uploads Allows digital upload of documents to client or policy files. |
Document upload for policy and client files is supported. | |
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Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal. |
Agents can submit policy servicing requests including beneficiary changes, address updates, etc. | |
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Policy Download Downloadable policy schedules and certificates. |
Policy download capability (certificates, schedules) is present in the portal. | |
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Claims Status View Agents can check claims status associated with their clients. |
Claims status view for agent’s book of business is offered as standard. | |
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Policy Search Speed Average time to display searched policy information. |
No information available | |
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Mass Policy Communication Tools Send policy-related communications to multiple clients at once. |
No information available |
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Lead Import/Export Import or export lead information via CSV or integrations. |
Lead management provides CSV import or integration for lead and data import/export. | |
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Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload. |
Lead assignment automation rules are configurable in the DXP. | |
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Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms. |
CRM features are built-in or can be integrated with third-party CRMs. | |
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Client Communication Log Tracks and logs emails, calls, and interactions with clients. |
Client communications and interaction logs are tracked. | |
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Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes. |
Categorization/grouping of contacts and leads is available. | |
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Task & Reminder System Built-in task manager to help agents follow up with leads. |
Task and reminder system for agent activities is present. | |
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Lead Conversion Analytics Tracks conversion rates from lead to sale. |
No information available | |
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Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously. |
Bulk communication (email/SMS campaigns) for marketing and service are supported. | |
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Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials). |
No information available | |
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Follow-Up Automation System sends automated reminders or messages for follow-ups. |
Automated follow-up capabilities for leads or clients are configurable. |
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Commission Statements Download Agents can view and download their commission statements. |
Downloadable commission statements are a self-service feature for agents. | |
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Real-Time Commission Tracking Monitors commission accrual and posting in real time. |
Real-time tracking of commissions posted and pending is available. | |
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Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers. |
Dashboards for incentive programs and bonus tracking are available to agents. | |
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Payment History Displays history of commission payments made to agent. |
Payment history for agents’ commission disbursements is provided online. | |
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Commission Calculator Tool to estimate commission for various products and scenarios. |
Commission calculators are available for agents to estimate compensation scenarios. | |
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Performance Ranking Shows agent performance compared to peers for motivational purposes. |
Performance ranking dashboards for peer comparison are part of the incentives suite. | |
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Commission Dispute Submission Agents can raise queries or disputes regarding their compensation. |
No information available | |
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Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones. |
Automated notifications for incentive opportunities/achievements are supported. | |
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Customizable Payment Frequencies Allows choice of how often commissions are processed and paid. |
The portal allows configuration of payment frequencies for commission runs. | |
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Number of Commission Plans Supported How many different plans can be configured in the platform. |
No information available |
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Brochure & Flyer Downloads Access to downloadable brochures, flyers, and presentations. |
Brochures and approved sales collateral are available for download. | |
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Customizable Sales Collateral Templates that agents can personalize with their branding. |
Sales materials can be customized with agent/agency branding. | |
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Email Templates Ready-to-use or customizable email templates for common agent communications. |
Email templates for sales and service communication are present or can be configured. | |
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Campaign Tracking Ability to monitor the results of marketing activities through the portal. |
Marketing campaign tracking is included via dashboard and analytics features. | |
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Automated Marketing Programs Predefined or automated programs agents can enroll clients in. |
Automated, scheduled marketing programs are supported for agents and clients. | |
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Educational Webinars Access to webinars or recordings for ongoing learning. |
Library of educational webinars and sessions is part of the continuous learning tools. | |
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Rate Sheet Updates Automatic or timely updates of latest rate sheets and pricing materials. |
Rate sheets and pricing information are regularly updated in the portal. | |
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Social Media Integration Allows agents to post approved marketing content directly to social media. |
No information available | |
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Asset Search Function Quickly search company-approved marketing materials. |
Search function for approved marketing assets is available. | |
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Consent/Opt-In Management Tools for capturing and managing client marketing consent. |
No information available |
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Sales Performance Dashboards Visualizes individual and team sales metrics. |
Sales dashboards for individual and team performance are part of the analytics suite. | |
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Book of Business Reports Download or view agent and agency business summaries. |
Business reports/summary views are available. | |
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Lead Conversion Tracking Monitors conversion rates and pipeline by stage. |
Lead conversion tracking for pipeline visibility is built in. | |
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Custom Report Builder Lets users design and run custom reports from available data. |
Users can build custom reports from portal data. | |
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Drill-Down Capabilities Allows users to dig deeper into summarized metrics. |
Analytics include drill-down to see underlying details on sales and commissions. | |
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Export to Excel/CSV Exports reports for further analysis or offline use. |
Export to Excel/CSV is standard for reports. | |
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Automated Scheduled Reports Sends reports on a recurring basis via email or portal notification. |
Automated scheduled reports can be set up for regular delivery to users/teams. | |
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Data Visualization Library Support for graphs, charts, and other data visualization tools. |
Data visualization (charts/dashboards) is available in analytics. | |
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Mobile Report Access Reports are accessible and readable via mobile devices. |
Reports and dashboards are accessible on mobile devices. | |
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Portal Usage Analytics Tracks and reports how agents use different portal features. |
Portal usage analytics for adoption and engagement tracking are supported. |
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Interactive Training Modules Self-guided modules with quizzes and checkpoints. |
No information available | |
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Certification/Accreditation Tracking Tracks agent completion of required training or certifications. |
Certification and course tracking is part of agent learning modules within the portal. | |
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Live Support Chat Access to real-time chat support from service or technical staff. |
Live chat support is available for technical and business questions. | |
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Knowledge Base/FAQ Portal A searchable repository of technical answers and how-tos. |
A searchable knowledge base is present for agent and admin self-help. | |
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Video Tutorials On-demand training in video format. |
On-demand video tutorials are included in training support. | |
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Ticketing System Submit, track, and resolve service requests directly from the portal. |
Support ticketing for service issues is integrated into the portal. | |
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Peer Forum/Community A message board or support community for agents. |
No information available | |
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Automated Issue Escalation Automatically escalates unresolved tickets based on SLAs. |
Unresolved service issues are escalated automatically per defined SLAs. | |
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Live Webinar Scheduling Register for upcoming training webinars within the portal. |
Agents can register for training webinars through the portal. | |
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Guided Product Simulations Interactive, scenario-based walkthroughs using real product data. |
No information available |
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Core System Integration Connects with insurer’s policy admin, billing, or claims systems. |
Integration with core admin, billing and claims is a fundamental part of the EIS architecture. | |
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CRM Integration Bidirectional sync with customer relationship management platforms. |
CRM integration via API or standard connectors is available for DXP. | |
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Document Management Integration Links to enterprise document storage and retrieval systems. |
Document management system integration is described as available for compliance and document control. | |
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Open API Support Provides APIs for custom third-party integrations. |
Open API support for integrations is provided as a key differentiator. | |
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E-signature Integration Facilitates electronic document signing through integrated providers. |
E-signature integrations with leading providers are supported. | |
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Calendar/Outlook Integration Syncs appointments and reminders with external calendars. |
Calendar/Outlook integration is available for agent activity management. | |
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Lead Sourcing Integration Imports leads from web forms, aggregators, or data services. |
Lead sourcing integration with web forms, third-party sources is provided. | |
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Mobile App Connectivity Seamless access from native mobile apps or mobile-optimized sites. |
Mobile application access and integration is available. | |
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Number of Supported Integrations How many integrations can the portal handle concurrently. |
No information available | |
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External Analytics Support Ports portal activity or sales data to enterprise BI/reporting tools. |
External analytics/BI integration is supported for advanced reporting. |
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Data Encryption at Rest & In Transit Ensures all sensitive data is encrypted when stored and during transmission. |
Data encryption at rest and in transit is a core security feature for DXP. | |
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Audit Trail Detailed logs of user activity for compliance and forensics. |
Detailed user audit trails are maintained for compliance. | |
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GDPR/CCPA Compliance Support Features to facilitate compliance with data privacy laws. |
Supports GDPR/CCPA features for user data privacy compliance. | |
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Field-Level Security Granular permissions for access to sensitive data fields. |
Granular, field-level authorization is available in the role/permission engine. | |
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Anti-Fraud Controls Monitors and flags potentially fraudulent activity. |
Product includes fraud monitoring and detection controls. | |
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Consent management Captures, stores, and manages data usage consent from clients. |
Consent management for data and communications is part of compliance features. | |
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Customizable Timeout/Session Settings Controls how long users remain logged in before mandatory logout. |
Customizable session timeout and logout policies are part of user security configuration. | |
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Penetration Testing Frequency Frequency of platform penetration/security tests. |
No information available | |
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Secure File Storage Scans and stores uploaded files securely with antivirus protection. |
Secure file storage, including anti-virus scanning, is included for document uploads. | |
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Legal Disclosure & E-Sign Acceptance Ensures agents accept disclosures and e-sign policies required by law. |
Legal disclosure and e-sign acceptance process supported for regulatory compliance during onboarding and transactions. |
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