Real-Time Collaboration

How can you become your agent’s carrier of choice? How can you make it so easy and profitable for agents to work with you, they won’t want work with anyone else?

FirstBest’s state-of-the-art UMS is easy and fun to use, both for you and your agents. Now you can:

• Collaborate with agents live chat, real-time notes, and screen sharing
• Provide agents visibility into the submission lifecycle and fast and clear status
• Offer email alerts and status reports keep agents always connected and informed
• Deliver real-time completeness checks and easy editing to prevent and correct errors
• Optimize exception processing through real-time agent/underwriter collaboration
• Provide Upload from agency management systems

With UMS, you can be your agent’s new “best friend.” Your quick response on crisis or urgent submissions makes the agent look good, and upfront screening saves the agent’s time. And it’s so intuitive, you can forget about training. It just doesn’t make sense for your brokers and agents to work with anyone else.