Data tools for a year round growing season

no weeding required

A single multi-Carrier, multi-Distributor platform that provides access & insights into your book of business

Access to in force data from multiple Carriers
Access to insights about your Policy Owners
Single view of your Policy Owner
Admin Access (on-behalf-of)
Technology Hub into Carrier & Distributor apps & tools
Notifications
Document sharing
Targeted content sharing
Direct messaging, broadcasts, group chat, e-mail & SMS

Data tools for year round growing season

Activate Program

The ACTIVATE program provides you with access to in force data from multiple Carriers, the ability to view Policy Owners and policies and your current book of business as well as content, tools and features, from your Carrier and Distributor Partners.
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In Force Policies

  • Agent's book of business
    (in force policies across multiple Carriers & Distributors)

  • Multiple views and filters to sort, segment & interpret in force data

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Distributor Profile

  • Access to the Distributor profile including services offered, marketing material, product information, support services and links to Distributor websites

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Carrier Profiles

  • Access Carrier profiles including services offered, marketing material, product information, support services and links to Carrier websites

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Policy Owner Profiles & In Force Policies

  • Profiles for each Policy Owner

  • In force data from multiple Carriers

  • Policy notifications and documents

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Search & Filter

  • Search for Policy Owners, policies & products

  • Filter policies and Policy Owners by multiple attributes including product type, Carrier, geography and other policy attributes 

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Data Insights

  • Access to in force data insights including pending lapse, renewals, sales & service opportunities and other attributes

Sales & Service Opportunities

  • Filter in force policies to identify sales & service opportunities

  • Extract data into .csv format for easy upload into 3rd party applications and sales tools

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Direct Messaging

  • Direct (one-to-one) messages/chat with Carriers, Distributors & staff

  • Full conversation history and message read receipts

  • Secure and auditable

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Group Chat & Broadcast Messaging

  • Broadcast messages from Carriers and Distributors

  • Many-to-many in app chats to support group conversations

  • Full conversation history and message read receipts

  • Secure and auditable

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Document Sharing & Storage

  • Secure storage and sharing of Policy Owner documents

  • Share documents with Policy Owners

  • One-to-one document sharing for private documents

  • One-to-many document sharing for industry, product and generic documents

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Notifications

  • In app & email notifications to your staff and downline including:

    • policy event notifications

    • sales opportunity notifications

    • new message notifications

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Lists

  • Policy Owner lists to support marketing & cross selling opportunities

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3rd Party Access Grants

  • Agents can grant access to their book of business to 3rd parties including support & marketing staff as well as 3rd parties such as accountants

Office View

  • Support for Managing Principals & office views with access to multiple Agents

  • Access for office staff to support multiple Agents

Administrative Assistant Access

  • Administrative and other support staff have a single access to view multiple Agents & their book of business

  • Tools enabling your staff with easy access to data to do their jobs more effectively

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Data Tools

  • Segment, sort and filter data by combining Policy Owner profile Information with in force policy data attributes

  • Create and save lists for communications, document sharing and data export

  • Export data into .csv with a single mouse click

 

Creating new channels for digital engagement

Empowering partners with In Force data

Improving communications with target marketing

Digitizing relationships through technology hub