ConceptOne Portfolio is an easy to use mobile application for Insurance MGAs, Wholesalers, and TPAs that puts key real-time statistical information at the fingertips of producers, underwriters, and others who are in charge of broker relations. Field representatives can get up to the minute statistics on open submissions, app hit ratios, recent bind activity, in-force premium, renewal retention, and recently billed activity. Statistics can be viewed relative to either a team member or a specific broker and can be summarized by line of business, program, or insurance carrier. Tapping on any statistics will drill into the detail underneath the number.
* Search for brokers by favorite, broker name, quick search code.
* Search for insureds by favorite, broker, insured name.
* Search for policies by favorite, broker, insured, policy number.
* View broker, insured, and policy contact information.
* View policy and submission history for an insured.
* View current balance and ledger activity for a broker, insured, or policy.
* View open tasks, documents, and notes for a broker, insured, or policy.
* Add notes for a broker, insured, or policy.
* View claims summary by insured or policy.
* Browse your company directory for phone numbers, email addresses, and street addresses.
* Send an email to any email address.
* Map any street address.
ConceptOne Portfolio requires an active Wi-Fi or Cellular connection and a valid user account. Contact your company's system administrator for availability and connection information.