Policies, endorsements, commissions, documents, and the audit trail behind every one. The unglamorous half of the agency, built properly.
IVANS and AL3 policy download brings policies, endorsements, and status changes in from the carrier automatically. Without it, a management system is a spreadsheet with better fonts. This is the line between a real book of record and a place you store notes.
Carrier statements come in every shape there is. BindIQ tracks expected commission against what actually arrived and shows you the gap. Most agencies lose real money here and never see it, because nobody has time to check line by line.
The book of record is the place for the policy, the work around it, and the money and compliance trail behind it.
Every quote, every coverage offered, every coverage declined, timestamped and attributable to a producer. Not because anyone remembered to document it, but because the work and the record are the same action.
Bring a handful of your policies and a state you write in. We will walk through rating, the record, and the renewal list.
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