ValueMomentum, Inc., a software and services provider to the insurance and the broader financial services industry, announced today the immediate availability of the enhanced version of its DealFoundry agent portal solution. Designed to help agent-ease-of-doing business, DealFoundry V2.5.0 offers speedier quoting, improved quote submission quality, speed to market, and superior new engagement and collaboration features.
DealFoundry's new out-of-the-box commercial lines templates help carriers with quoting for new lines of business and keep existing lines of business refreshed. The latest release leverages new, low cost integrations to prefill quoting screens, thereby reducing keystrokes and improving submission quality. The new DealFoundry release also reduces the need for agent rekeying of data by providing support for upload of ACORD forms.
The highlights of new capabilities offered with version V2.5.0 include:
Leveraging web APIs to prefill business details such as addresses and co-ordinates, and providing a map view of business locations
Intuitive workflow that prefills risk information based on business address
ACORD application generation to help agents streamline the quoting process to meet customer demands
Support for uploading ACORD application forms for reduced keystrokes and time savings
HTML 5.0 technology to provide a superior user experience
Refreshed out-of-the-box templates for most commercial lines
“ValueMomentum is delivering to meet our customers’ changing needs by enhancing our already proven agent portal solution,” said Jim Carlucci, Vice President, Insurance at ValueMomentum. “The new version of DealFoundry enables agents to better serve today’s always-connected, digital customer and helps the agent focus more on selling and less on learning, navigating and keying-rekeying.”
DealFoundry™ is a next generation solution that enables insurers to work collaboratively with agents, helping them to drive submission quality and quote business faster.