Providing Efficient Products and Dependable Services
EIP was developed by brokers working with Algoma Insurance Brokers Limited.
It has been a main workflow tool for approximately 10 years, with several significant enhancements over the past 12 to 18 months.
It works exclusively on Vertafore's SIG Broker Management System.
Basic EIP functionality manages all download transactions in a multi-user interface.
The software allows for custom sorting for a flexible distribution strategy. Key rating and coverage information is displayed, comparing renewal and new business transactions against their previous transaction on SIG.
User activity is tracked and easily accessed through activity windows, by the user, and by enterprise.
The obvious void in the current BMS workflows revolves around renewal management.
Renewal management practices vary greatly. In the end, current practices manage dates and provide little value to our clients.
Tools to assist in portfolio management, portfolio rollovers, as well as proactive client communication strategies based upon data mining of the SIG database.
Integration requires a review of existing processes, and to manage the required changes.
EIP works exclusively with Vertafore's SIG Broker Management System.
Our qualified technician would perform a remote installation of the EIP database.
While the internal implementation will vary by brokerage, experienced brokers will be available to discuss procedures and the logic behind the processes.