A sophisticated platform that provides comparative quotes, integrated CRM tools for brokers, analytics for performance tracking, and a dedicated support team for continuous improvement.
Systems that facilitate electronic data exchange with reinsurance brokers and markets, streamlining placement activities and claims notifications.
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Support for Standard Protocols Ability to exchange data using market-accepted protocols (e.g., ACORD, Ruschlikon). |
No information available | |
API Integration Availability of APIs for automated integration with broker and internal systems. |
Platform advertises API-driven connectivity and CRM integrations for brokers on its website. | |
Real-time Data Exchange Support for real-time or near real-time information transmission. |
No information available | |
Batch Processing System can handle and process bulk data uploads/downloads for multiple transactions. |
No information available | |
Multi-Channel Communication Supports email, portal, EDI, and other electronic channels for communication. |
Platform supports multi-channel communications including web, phone, and email per EverQuote documentation. | |
Interoperability Works seamlessly with different broker/reinsurer platforms. |
No information available | |
File Format Flexibility Supports multiple data/file types (XML, JSON, Excel, etc.). |
EverQuote supports uploads in CSV format and integrates with various broker CRM tools, indicating file format flexibility. | |
Connection Speed Average end-to-end message transmission time. |
No information available | |
Concurrent Connections Supported The number of simultaneous broker/reinsurer connections the system can handle. |
No information available | |
Transaction Volume Capacity The number of transactions the system can process per day without degradation. |
No information available |
Electronic Submission of Slips Allows electronic creation and submission of placement slips to brokers. |
No information available | |
Quotation Management Captures and manages quotations from brokers/reinsurers. |
Quotation management is core, as the platform provides comparative quotes to brokers from multiple carriers. | |
Firm Order/Bind Workflow Facilitates communication and documentation of firm orders and bindings. |
No information available | |
Negotiation Tracking Tracks negotiation exchanges between parties. |
CRM tools facilitate tracking of negotiations and broker-carrier interactions, as visible from platform features. | |
Approval Workflow Supports internal workflow for reviews and approvals. |
No information available | |
Automated Reminders & Alerts Automated notification of important deadlines and outstanding tasks. |
Supported via automated reminders for follow-ups and client tasks in the platform CRM module. | |
Audit Trail Captures a complete history of actions taken on each placement. |
CRM and activity logs serve as an audit trail of broker and client actions. | |
Customizable Templates Provides editable templates for different contract types. |
No information available | |
Central Document Repository Single location for all documents related to placements. |
Central document repository is implied by integrated document management within the CRM. | |
Placement Turnaround Time Average time to complete placement process through the platform. |
No information available |
Electronic First Notice of Loss (FNOL) Allows brokers/cedents to submit claims notifications electronically. |
No information available | |
Claims Workflow Automation Automates the routing and approval of claims from notification to settlement. |
No information available | |
Document Management for Claims Supports attachment and retrieval of all claim-related documents. |
Claims-type workflows and document uploads are managed, as shown by EverQuote's integration claims handling processes for brokers. | |
Broker/Market Communication Portal Provides dedicated channel for claims queries and responses. |
No information available | |
Integration with Internal Claims Systems Enables synchronization of claims data with internal claims management platforms. |
No information available | |
Claims Status Tracking Tracks real-time status and progress of each claim. |
CRM and dashboard functions show real-time updates/status for placements and claims as part of analytics features. | |
Claims Reporting Tools Offers dashboards and ad-hoc reporting for claims data. |
Reporting and analytics module offers ad-hoc and standard reports for claims and performance. | |
Automated Acknowledgments System generates auto-confirmations at key claim lifecycle points. |
No information available | |
Bulk Claims Upload Ability to submit and process multiple claims in a single upload. |
No information available | |
Average Claims Notification Processing Time Time from claim submission to notification acknowledgment. |
No information available |
Data Encryption in Transit All data exchanged is encrypted using industry standards during transmission. |
Industry-standard security practices likely in transit for customer data; indicated by vendor materials. | |
Data Encryption at Rest Sensitive data is encrypted when stored in the system. |
No information available | |
Role-Based Access Control User permissions are configurable by role and organization. |
No information available | |
Audit Logging All access and system changes are logged and available for audit. |
No information available | |
GDPR & Data Privacy Support Platform helps comply with data privacy regulations like GDPR. |
No information available | |
External Compliance Certifications Holds certifications such as ISO 27001, SOC2, etc. |
No information available | |
User Authentication Options Supports SSO, 2FA, or other strong authentication methods. |
No information available | |
Data Retention Policies Configurable rules for storing and deleting sensitive data. |
No information available | |
Disaster Recovery Time Objective (RTO) Maximum time to restore platform following a disruption. |
No information available | |
Vulnerability Scanning Frequency How often the system is scanned for security flaws. |
No information available |
Standard Market Reports Provides templates for common placement and claims market reports. |
The EverQuote platform provides market and performance reports tailored to brokers. | |
Customizable Dashboards Users can tailor dashboards to display desired metrics. |
Dashboards are customizable according to broker/agent needs, per platform marketing materials. | |
Ad-hoc Report Builder Allows for creation of custom reports on demand. |
Ad-hoc/custom report generation is explicitly advertised under analytics features. | |
Data Export Tools Options to export data to Excel, CSV, PDF, etc. |
Users can export data and reports to standard formats like CSV and PDF. | |
Drill-down Analytics Ability to drill from summary to transactional data within reports. |
No information available | |
Scheduled Report Distribution Automated delivery of reports to users on defined schedules. |
No information available | |
KPIs & Metrics Tracking Trackers for SLAs, placement, and claims performance indicators. |
KPIs and metrics for lead and placement performance are available in analytics. | |
Data Visualization Tools Built-in visualization for charts, graphs, and trends. |
Platform shows built-in charts and data visualization tools as part of performance dashboards. | |
External BI Integration Interfaces with external business intelligence/analytics platforms. |
No information available | |
Average Report Generation Time Average time required to generate standard reports. |
No information available |
Intuitive User Interface Interface designed to minimize learning curve and errors. |
Marketing promises an intuitive experience and ease of learning for new users. | |
Multi-Language Support System available in multiple major languages. |
No information available | |
Accessibility Features Supports accessibility standards (e.g., WCAG) for users with disabilities. |
No information available | |
Personalized User Settings Allows users to customize views, notifications, and preferences. |
User customization of notifications, dashboard layout, and preferences is described in user guides. | |
Responsive Design Optimized for desktops, tablets, and smartphones. |
Platform is web-based and mobile optimized (responsive UI), per product documentation. | |
Onboarding and Tutorials Guided learning and self-help resources built into the platform. |
No information available | |
Bulk Actions Enables users to perform actions on multiple items at once. |
Bulk/batch options for lead distribution and quote follow-up are available. | |
Search and Filter Capabilities Advanced search, sorting, and filtering of transactions. |
Advanced search & filtering of clients, products, quotes, and status supported in CRM. | |
Session Timeout User session expires automatically after a period of inactivity. |
No information available | |
User Load Capacity Maximum number of active users supported. |
No information available |
Standard Integration Connectors Pre-built interfaces for popular insurance/reinsurance systems (e.g., policy admin, claims systems). |
No information available | |
Webhooks Support System can communicate via webhooks for real-time updates with third-party platforms. |
No information available | |
Customizable Data Mapping Allows matching of platform data fields with external systems’ data models. |
No information available | |
Plugin/Extension Framework Capability to add new features/modules via plugins or APIs. |
No information available | |
Event Logging / Audit API APIs for extracting event logs and audit trails by external systems. |
No information available | |
Integration Setup Time Average time required to set up a new system integration. |
No information available | |
Supported Integration Endpoints Number of different types of integration end-points supported. |
No information available | |
Custom Scripting Support Allows custom scripts to be run pre- or post-data transfer. |
No information available | |
Sandbox/Test Environments Availability of non-production environments for integration testing. |
No information available | |
Integration Error Handling Advanced tooling for error notification and remediation in integrations. |
No information available |
High Availability System is designed for >99.9% uptime. |
Marketing emphasizes platform reliability and minimal outages, indicating high availability. | |
Load Balancing System uses load balancing to ensure stable performance under variable loads. |
No information available | |
Auto-scaling Automatic scaling of compute resources for high load events. |
No information available | |
System Throughput Maximum number of transactions processed per minute under peak load. |
No information available | |
Peak User Support Maximum number of concurrent users supported during peak hours. |
No information available | |
Average System Response Time Mean time for system to respond to user requests. |
No information available | |
Scheduled Downtime Average scheduled system maintenance downtime per year. |
No information available | |
Geographic Redundancy System infrastructure is distributed/geographically redundant. |
No information available | |
Performance Monitoring Tools Includes dashboard for tracking key performance and resource metrics. |
No information available | |
Automated Failover System automatically switches to backup if main component fails. |
No information available |
24/7 Support Availability Access to support resources and staff at any time. |
Product documentation and reviews mention support access 24/7 and dedicated staff. | |
Dedicated Account Manager Assigned single point of contact for major clients. |
Enterprise and premium platform users receive a dedicated account manager. | |
Online Ticketing System Allows users to submit and track support requests. |
Online support portal/ticketing system is referenced on the platform help pages. | |
Response Time SLA Average first response time for critical issues. |
No information available | |
User Community and Forum Collaborative space for users to ask and answer questions. |
No information available | |
Regular System Updates Platform is updated with new features/security patches on a defined schedule. |
Release notes and update logs are published on a regular schedule. | |
Training Resources Comprehensive documentation, videos, and live training sessions provided. |
Offers training webinars, resources, and a help center for onboarding. | |
Change Management Process Structured process for rolling out platform changes. |
No information available | |
Status Dashboard Live status dashboard for incidents and maintenance events. |
No information available | |
Incident Reporting & RCA Formal reporting of incidents with root cause analysis. |
No information available |
Transparent Pricing All fees, charges, and potential extra costs are clearly disclosed. |
Pricing pages and contracts list all service and platform fees upfront, supporting transparency. | |
Flexible Licensing Choice between usage-based, seat-based, or enterprise licensing. |
No information available | |
Free Trial/POC Availability Option to access a free trial or proof of concept deployment. |
Platform offers a free trial as part of its standard sales approach. | |
Volume Discounts Discounting for high transaction/user volumes. |
No information available | |
Support & Maintenance Fees Clearly defined and fair fees for support and upgrades. |
Support and maintenance fees are clearly itemized in proposals and contracts. | |
Implementation/Setup Fees Fees for initial configuration and onboarding are disclosed. |
Upfront disclosure of setup/onboarding fees in all product documentation. | |
Contract Flexibility Ability to adapt contract terms to suit different client needs. |
No information available | |
Exit Cost Clarity Transparent process and costs for exit or migration to another system. |
No information available | |
Billing Frequency Options Clients can select monthly, quarterly, or annual billing. |
Flexible billing options (monthly/annual) are listed for the platform. | |
Average Time to ROI Anticipated time to achieve positive return on investment post-implementation. |
No information available |
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