self-serve portal features – Corporate

PD 04/04/2025

Tagged agent vs direct carrier pros cons, client permission workflows, live chat assistance tools, online vs agent-sourced quotes, self-serve portal features

by Wilkins

Auto Insurance Quotes

Online vs Agent-sourced Quotes, Live Chat Tools & More: A Comprehensive Guide for Insurance and Beyond

In today’s fast – paced insurance market, choosing the right quote source and tools is crucial. According to a SEMrush 2023 Study, over 70% of insurance shoppers start online, but is it the best option? Comparing premium online quotes with counterfeit or […]

PD 21/02/2025 by Wilkins

Tagged CMS star rating integration, hospital quality comparison tools, NCQA vs J.D. Power scores, provider quality ratings use, provider satisfaction surveys

Comprehensive Guide to Provider Quality Ratings: NCQA vs J.D. Power, CMS Star Ratings & Hospital Comparison Tools

PD 21/02/2025 by Wilkins

Tagged aggregate vs per-claim triggers, claim reporting procedures, employment practices liability (EPLI), harassment claim defense costs, retention selection

Employment Practices Liability Insurance: Navigating Harassment Claim Defense Costs, Triggers, Retention, and Reporting

PD 23/02/2025 by Wilkins

Tagged business umbrella policy integration, drop-down coverage triggers, excess layer structuring, self-insured retention options, underlying policy gap analysis

Maximizing Business Protection: A Deep Dive into Umbrella Policy Integration, Drop – Down Triggers, and More

PD 23/02/2025 by Wilkins

Tagged policy limit selection, professional liability (E&O) policies, retroactive date strategy, risk management best practices, tail vs prior acts coverage

Mastering Professional Liability (E&O) Policies: Retroactive Date Strategy, Tail vs Prior Acts, Policy Limit Selection & Risk Management Best Practices