Digital Front Door for Insurance

Unify quote management, submission tracking and policy servicing in a single, easy-to-use interface with Digital Front Door for Insurance.

Why Sikich

Streamline, connect and grow with a centralized digital experience

Managing General Agents (MGAs) are under increasing pressure to modernize distribution and underwriting processes. The Digital Front Door (DFD) for Insurance from Sikich, powered by Salesforce, provides a seamless, integrated solution for agents/brokers, and underwriters—enhancing efficiency, collaboration, and customer experience. Built on the secure and scalable Salesforce platform, DFD unifies quote management, submission tracking, and policy servicing in a single, easy-to-use interface.

Faster quotes, increased efficiency

DFD automates and accelerates underwriting and quoting workflows, enabling MGAs to process submissions and bind policies faster. Reduce manual work, cutting operating costs. Scale operations without increasing staff. Improve turnaround times to win more business.

Centralized quote data and a single source of truth
Eliminate duplicate data entry and fragmented systems. With DFD, MGAs can consolidate all quote and policy data in one platform, ensuring that agents and underwriters always access up-to-date, accurate information. The result? Improved decision-making, reduced errors and a complete 360-degree view of customer interactions.

A holistic customer view for better service

Siloed systems hinder customer experience. DFD integrates data across all touchpoints—sales, service, claims—giving MGAs a complete view of each policyholder. With real-time insights, underwriters and agents can provide proactive, personalized service, boosting satisfaction and retention.

Unlock Cross-Selling and Upselling Opportunities
With all customer and policy data in one place, MGAs can identify coverage gaps and new product opportunities. Leverage built-in analytics and AI to surface targeted recommendations, increasing revenue while improving client protection.

Enchance the agent/broker expereience

Agents value MGAs that streamline workflows. With DFD’s digital portal, agents can submit risks, get quotes, track policies, and manage clients in one place.

Data-driven insights and reporting

Salesforce analytics give MGAs real-time dashboards with insights on conversions, submissions and producer performance.

Seamless integrations with your existing systems

Regardless of your current policy administration system, DFD integrates effortlessly.

dFD Solutions

DFD QuoteHub

Deliver polished, customer-ready insurance quotes with speed and consistency with Sikich’s Salesforce-native quote proposal solution. DFD QuoteHub helps your teams create clear, branded, and accurate quote proposals with less manual work and greater operational visibility.

DFD QuoteHub centralizes the proposal experience in a single, intuitive workspace. Whether you’re issuing your first quote or scaling across lines of business, this solution empowers sales, underwriting, and service teams to deliver exceptional first impressions.

Quote proposals are a critical touchpoint in your customer journey. By making them visually compelling and operationally efficient, DFD QuoteHub helps you win business faster and build trust from the first interaction.

What DFD QuoteHub enables:

Professional quote proposals – Generate polished, easy to read quote documents that reflect your brand and elevate the customer experience.
Salesforce-native workflow – Operate seamlessly within Salesforce to improve collaboration, transparency, and adoption across teams.
System-agnostic architecture – Works alongside your existing policy administration systems, giving you flexibility without disruption.
Streamlined quote generation – Reduce manual effort and accelerate turnaround times with a centralized, structured workflow.

Sure Commercial from Insurity

DFD Solutions

Agent/Broker Portal

A dynamic engagement and collaborative experience designed to enhance interactions across the insurance value chain. Sikich’s Agent/Broker Portal enables MGAs to:

Provide a self-service experience for agents and brokers.
Centralize document sharing and communication.
Work with existing systems to modernize workflows without requiring a full system overhaul.

Built for MGAs – No matter where you are in your digital journey

For MGAs already on Salesforce
Extend your Salesforce environment with a purpose-built agent/broker portal for MGAs. Maximize your CRM investment by connecting quoting and policy workflows. Benefit from pre-built integrations with leading insurance platforms.

For MGAs not yet on Salesforce
Get a turnkey solution without the need for a full core system replacement. Deploy quickly with a modern, best in class, user-friendly web interface. Let Sikich manage the Salesforce technology, so you can focus on business growth.

Modernize your MGA operations with Sikich

The Digital Front Door is more than just a portal—it’s a strategic solution designed to drive efficiency, revenue, and customer satisfaction. Stay ahead of the competition with a digital experience that enhances collaboration, improves data accuracy, and streamlines underwriting.

Ready to see DFD in action? Contact us today for a demo and discover how we can help transform your MGA operations.

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