More About  FirstBest Agent™

FirstBest Agent gives agents the most intuitive interface and options for automatic data upload from their agency management system.  The agent portal automates risk selection and ensures complete applications so that any risks requiring manual underwriting can be turned around quickly.  It is a powerful new business system that also enables agents to stay in sync with your changing risk appetite and pre-qualification. 

Straight-through processing (STP)

  • Delivers real-time quotes based on carrier-defined business rules
  • Clarifies required and supplemental information via online quoting, binding and exception processing
  • Enables growing the existing book of business and expansion into new markets

Done easy, done fast AND done right

  • Improves new and renewal submission quality and productivity – with existing resources
  • Eliminates duplicate data entry and other manual tasks
  • Fosters real-time efficiencies and improves productivity, greatly speed processing time
  • Can deliver bindable production quotes on the agent’s desktop in seconds.

Visibility into the book of business

  • Displays submission status and underwriter collaboration via e-mail alerts and instant status updates
  • Aggregates view of agents’ book of business, by status, noting risks and detailed history
  • Displays dashboards with real-time, configurable metrics tailored to each user
  • Provides “What’s New” ticker with at-a-glance rolling status for each submission

Significant time savings with FirstBest AppReader™

  • Minimizes data entry and time-consuming manual tasks
  • Uploads and imports forms from an ACORD PDF, even for scanned or e-mailed submissions
  • Reads the ACORD for, extracts application data into ACORD XML and begins processing
  • Makes upload available for all your agents, regardless of agency management systems

Powerful configuration and flexible integration

  • Complements and integrates with other systems and web services
  • Offers powerful configuration capabilities that are easy and fast to implement
  • Leverages industry-standard protocols, open software standards, rules, and workflow
  • And, is typically configured and working in 3-4 months.

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