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What Does it Mean to be a Digital Broker?

Sell your policies online offering 24×7 convenience to insureds.  Realize efficient, no touch processing with fully automated system underwriting, rating, issuance & credit card payment.

Create an unrivaled customer experience for insureds

Today’s consumers want to buy products and services online – getting insurance should be no different. InsureVue’s digital insurance platform will enable you to offer a fully digital workflow that allows customers to apply, get quotes, bind, pay, and receive their policies electronically. It all happens in a matter of minutes. Try our demo to experience how easy this is for yourself.

Increase renewal retention

If you currently require your insureds to fill out a blank application at each renewal, you are inviting them to shop their insurance. InsureVue increases renewal retention by pre-filling an online application based on expiring policy data. Renewals are fast and streamlined to complete – making the choice to renew with you easy for your insureds.

Optimize processes & boost your employees’ productivity

In a digital process, your underwriting and rating rules are enforced by the system so applicants that fit within the underwriting guidelines can have their policies bound and issued automatically. Only the applications that require underwriting are handled by your staff which dramatically reduces the amount of time they need to spend manually underwriting or rating standard policies.

Serve insureds in the channel they prefer

Going digital does not mean abandoning your traditional interaction channels – a digital channel seamlessly integrates with and complements them. If a customer starts an online application and then gives your office a call, you can use InsureVue to pull up their application in real-time. And if the insured needs time to review their quote, you can call them later and complete binding over the phone. 

The four-step process to digital transformation

InsureVue is a cloud-based policy management system that enables offering insurance products online in a fully white labelled website where insureds can purchase their insurance. Our four-step implementation process results in delivering a fully-customized, fully-branded online channel for your brokers. 


You’re in complete control of how we implement your products online. You decide the application questions, the underwriting rules to enforce, the rating logic, and the documents to issue and we digitize them. InsureVue is white-labeled with your branding so insureds see the digital channel as a seamless extension of your business.


After reviewing all of your needs, we begin by creating an online application based on the questions you provided. We add your rules and rating logic to ensure your underwriting guidelines are followed. We then implement your insurance documents that will be issued to the insured on purchase.


The completed site is made available for you to test to ensure the online customer experience will be flawless. You have full sign-off control on the site before it goes live.


Thanks to InsureVue’s rapid implementation methodology, your online product will be ready to go live in a matter of weeks. We achieve this by leveraging the powerful general insurance functionality of InsureVue, so we only need to implement your unique product requirements. Once launched, the digital channel is open for business for insureds to use.