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  • What Types of Valuation Software Do You Use?
    I am in CA and write mostly personal lines. In the quoting systems for the carriers they have a rebuild cost valuation system that will calculate the amount of insurance. I have a couple of commercial / multi-family clients to quote and am wondering how to get the value since I have not done this line before and have to submit to an MGA. My client management and rater cannot handle these......
  • Can You Make Payment Through Health Sherpa? Other Software Cant
    Can you Make Payment through Health Sherpa after you complete application in one sitting or do you have to wait till it is on the carrier site and make payment through the carrier site? With Other software like INXS Cloud and Ebroker the software does not have a way to take payment you have to make payment through carrier site....
  • MassMutual Illustration Software
    I'm about to making a move to go to NYL or MassMutual and curious if anyone has any intel on MassMutual's technology. Was really impressed with NYL's, but didn't get to see MassMutuals. -Is it easy to use? -Does it print nice materials? -Can I use it on my phone or tablet? Yes, I know there's a lot more than just pretty software, but this is the last area I need to know about before......
  • Fia Comparison Software
    any such thing? I want to be able to compare riders, performance, caps, spreads, fees, lpp, etc......
  • Anyone Use Filesharing Software?
    Hello. I have been talking with Citrix for file sharing and electronic signature. I really like the app feature and access that my clients can have bit its not cheap for 30gig of storage. Anyone have any other suggestions or experience with Citrif Sharfile?...
  • Software
    Any suggestions on affordable Independent Agency Management systems?...
  • Agent Compensation - Tell Me!
    I'm developing an agent compensation plan for my P&C agency. The licensed agent role compensation is as follows: -1099 pay -100% new business first year, -100% new business AND 30% renewals of their sales each year following. Is this a good plan?...
  • Software Design/International Laibility?
    Hello all, I have a prospective client that I am hoping someone on here will be able to offer some advice on. My client has designed a software program that is used to control the movement of CNC machines. They build the hardware necessary for the operation of this software ultimately resulting in a "computer" that is plugged into the CNC machine and used to control the machining of a product......