Find us an automation tool for agent contract paperwork with insurance carriers

  • Status: Closed
  • Præmie: $303
  • Modtagne indlæg: 6
  • Vinder: orellepap

Konkurrencebeskrivelse

We desired to find out if there is any software out there that allows and insurance associate (salesperson) to do the following use case:
We are US based, so the word (states) below means one of the 50 states in the US.

Sit down at his/her desk.
Login in to the software.
Enter their information once, name, address, etc.
Pick from a list of states they wish to sell insurance in.
Pay (or not pay) money for the following function:
Automatically fill in and submit contracting paperwork so the insurance associate can sell insurance for 1, 2, 3 ... 50 companies selling insurance in that state and be approved by the N companies submitted to for that state. This loop then repeats for all states selected.

Is there an all electronic functionality?
Will the application print all the paperwork, fill out everything, and then just require a signature and that the insurance send it in through mail?
Will the application print all the paperwork as blank, but at least find it all and print it all?

Bonus prize: Does any of the above exist for insurance carriers outside the US carriers.

We will with regret reject entries with 'no' for an answer as this does not help us.

Please do not SPAM us with links to various products (especially those that are automation around filling out insurance applications). We know that those exist, they are a dime a dozen and there is no point in us posting a contest for those. If we see more than two links that are not credible, simple links to automation for insurance applications and the like, we will summarily reject the rest of your entries. Please take the time to do the work if you want to win.

Here is a clear example of a site that offers the service we want contestants to find for us:

[url removed, login to view]

If you send us links that have nothing to do with insurance agents contracting with insurance carriers, we will reject your submission. The reason for this is that it takes us to sift through lots of links being sent in that do not meet the contest rules.

Please take the time to read the contest clearly and respond with links to services competitive to vertafore's above.

Anbefalede færdigheder

Arbejdsgiverfeedback

“great contest, we are happy.”

Profilbillede rossm289, United States.

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Offentlig præciseringstavle

  • crediblesoluti0n
    crediblesoluti0n
    • 4 år siden

    http://www.vertafore.com/Solutions

    • 4 år siden
  • crediblesoluti0n
    crediblesoluti0n
    • 4 år siden

    Web Search

    • 4 år siden
  • rossm289
    Konkurrencevært
    • 4 år siden

    We are about to upgrade this contest.

    We still need this research done.

    Here is a clear example of a site that offers the service we want contestants to find for us:

    http://www.vertafore.com/All-Products/Efficient-Contracting-Solution

    If you send us links that have nothing to do with insurance agents contracting with insurance carriers, we will reject your submission. The reason for this is that it takes us to sift through lots of links being sent in that do not meet the contest rules.

    Please take the time to read the contest clearly and respond with links to services competitive to vertafore's above.

    Thanks
    Ross

    • 4 år siden
  • rossm289
    Konkurrencevært
    • 4 år siden

    HI maxmaggot. your entries were the right direction, but just not what we need. You did send us a bunch of links, but none that actually did what the contest says. I've upped the contest amount, please try again with a mind towards -> we know that there are lots and lots of carriers out that and private applications that allow for automated insurance applications filing. Those are easy to find. We rejected the entries because they were not even close to the mark of the tough search of finding software that automates agents filling out the forms for them to become authorized to sell a carriers product suite.

    • 4 år siden
  • rossm289
    Konkurrencevært
    • 4 år siden

    Well, not so good so far. Lots of links, but none of them point to software that interfaces with insurances carriers to have our associates be contracted with them. I think people are thinking, "I'll send a link to an automated solution for processing insurance applications..." That's easy, there are literally hundreds of companies out there that do that automation. What we are looking for is the associate being able to SELL the insurance from a company and get a commission. Is there automation out there for that?

    • 4 år siden
  • rossm289
    Konkurrencevært
    • 4 år siden

    One thing though. Some of the sites have nothing to do with the automated filling out of insurance applications, those I'm rejecting and not even giving a star to. It is a waste of your time to post them, and a waste of my time to evaluated them. Please, I tried to write up a clear description of what we needed, the research part is for you to do in order to win the contest. Simply sending me lots of links to try out is not going to result in a win.

    • 4 år siden
  • rossm289
    Konkurrencevært
    • 4 år siden

    HI all, appreciating very much your participation. Lots of different answers, which is very good. I'll be looking at this more deeply on wednesday evening late east coast time

    • 4 år siden
  • maxmaggot123
    maxmaggot123
    • 4 år siden

    Other option is to get an apllication eveloped for your company. Depending on the specs I could turn around an application in 1/2 months.

    • 4 år siden
  • maxmaggot123
    maxmaggot123
    • 4 år siden

    They should all be customisable for you. They will be hungry for business in this markey and will try their best to meet your needs

    • 4 år siden
  • maxmaggot123
    maxmaggot123
    • 4 år siden

    I'm sure from these companies they can alter their software to suit your needs. If you put more info up I can probably get better results

    • 4 år siden

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