Teamstand for Managing General Agents

Transform your distribution and underwriting process by bringing together your data, team, and systems

Drive new business acquisition and improve customer satisfaction

Integrate

Capture and index all data related to your customers, Including chat and email discussions.

Optimize

Improve pricing accuracy and customer satisfaction by leveraging benchmarking of your searchable knowledge repository

Automate

Improving the agents experience by automating workflow rules, repetitive tasks and manual data entry

Scale your business on Teamstand

Data collection

Aggregate data from all your critical systems

  • Lead sources / CRM
  • Customer profiles
  • File management and documents

Workflow Management

Streamline agent onboarding

  • Employee knowledgebase
  • Transaction histories
  • Checklist templates

Analytics and insights

Optimize agent performance

  • Pipeline tracking
  • Agent staff utilization
  • AI-identified opportunities

Data discoverability

Aggregate data from all your critical systems

  • Files and documents
  • Email and chat history
  • External forms and partners

Communications

Manage internal and external communications instantly

  • Customer chat and email
  • Discussion compliance and audits
  • Cross-organization discussions

Integrations

Connect applications to create one platform

  • Policy Administration systems
  • Document management
  • Data enrichment