Agent Portal Solutions

Agent portal solutions deliver agent portal capabilities, such as workflow and transaction capabilities including quote, binding and service. Solutions support upload and download capabilities as well, including advanced features such as collaboration and case management to support distributor needs in complex product lines, such as specialty and commercial property and casualty (P&C) insurance.[1]


  1. Definition - What is an Agent Portal Solution? Gartner

Further Reading

  • Agent Portal Solution Successfully Implemented At Full Service Carrier Polaris