For your
Agents
An easier way to conduct business.
Go Grellow for your agents by giving them full quote, bind, and endorsement functionality as determined by the rules and permissions you set.
The [dot] Expert agency portal provides your agency force with full quote, bind, and endorsement functionality as determined by carrier-defined rules and agency permissions. With the powerful and flexible agency portal, you can streamline your underwriting process so that your underwriters can focus on the more challenging risks.
Modernize
Streamline your coverage, mortgagee, and pay plan changes by enabling your agents to make and submit the requests electronically.
Save
Save on your printing and mailing costs by having your agents download copies of their deliverables, such as dec pages, cancel notices, and more.
Engage
Engage with your agents by enabling them to run a collection of reports on their own book of business with your company.
True Quick Quoting
With the unique, agency quick quote feature, you can create quoting templates. Using these templates, your agents can get a quick price and respond quickly to a potential customer.
Underwriting Rules
Easily create your own underwriting rules to streamline and automate your underwriting processes.
Straight Through Processing
Each submission is reviewed automatically based on your rules. If it passes, a policy is created. Otherwise, it is assigned to an underwriter for review.
Electronic Signatures
Both your agents and insureds can sign the documents with a freely included electronic signature solution.
Your agents are gonna love this.
With [dot] Expert, you equip your agents with a robust and modern tool that enables them to sell business faster and easier.
Intuitive interface
Straight through processing
Quote option comparison
Customer lookup
First notices of loss
Policy inquiry
Endorsements
Mortgage & pay plan changes
Message center
Claims tracking
Custom notifications
Dashboard
Ad-hoc reports
Download policy deliverables
Pre-underwriting questions
Provide guidance to your agents
You can make it even easier for your agents to quote business with the use of pre-underwriting questions and company-created templates.
See how Mutual Expert can help you take care of the rest of your company's ecosystem.
Carrier
Go Grellow for your company by switching to [dot] Expert, a flexible yet easy-to-use system that enables you to manage all aspects of a policy’s lifecycle.
Insureds
Go Grellow for your insureds by providing them direct access to their account where they can view information concerning their coverage, bills, and losses.