Agency Tools & Automation

Work smarter, not harder.

Streamline operations and eliminate manual processes with tools designed specifically for independent agencies. From rating solutions to workflow automation, we help you implement technology that increases efficiency and profitability.

E-Signature & Email Security Services

Insurance agencies benefit from an e‑signature platform because it removes one of the biggest bottlenecks in the insurance workflow—getting documents signed—while creating a faster, more modern, and more secure experience for both staff and clients.

Adopting e‑signatures isn’t just a tech upgrade—it’s a shift toward a more efficient, client‑friendly, and competitive agency model. It helps agencies close business faster, reduce friction, and deliver the digital experience customers now expect.

Payment Processing

Insurance agencies benefit from payment processing because it removes friction from one of the most sensitive moments in the customer journey—collecting money—while also strengthening operational efficiency and cash flow. Agencies that offer modern, digital payment options position themselves as easier to work with, more professional, and more aligned with how today’s clients expect to transact.

Raters & Digital Forms

Tarmika and Wunderite give agencies a modern, streamlined way to quote, apply, and renew business faster. Tarmika delivers a powerful single‑entry quoting experience that connects directly with top carriers, helping agencies open new distribution channels and win more business with less data entry. Wunderite transforms the application and renewal process with digitized forms, smart prefill, easy client collaboration, and built‑in e‑signatures—making it simple to complete submissions quickly and professionally. Together, they help agencies work smarter, move faster, and deliver the seamless digital experience today’s clients expect.