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 & 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.
Enhance the Agent/Broker Experience
Agents prefer MGAs that make doing business easy. DFD delivers a self-service digital portal where agents can:
- Submit risks and receive instant quotes.
- Track policy statuses in real-time.
- Manage client policies seamlessly. By providing a modern, e-commerce-like experience, MGAs can improve agent loyalty and drive more submissions.
Data-Driven Insights and Reporting
DFD leverages Salesforce-powered analytics to give MGAs near real-time dashboards and reporting on key metrics, such as:
- Quote-to-bind conversion rates.
- Submission volume trends.
- Producer performance insights. By transforming raw data into actionable intelligence, MGAs can optimize their portfolios and improve underwriting outcomes.
Seamless Integration with Your Existing Systems
Regardless of your current policy administration system, DFD integrates effortlessly. For Salesforce users, it’s a natural extension of your CRM—leveraging your existing investment while unlocking new capabilities.
Digital Front Door for Insurance Product Suite
The Sikich Digital Front Door for Insurance consists of the following products tailored to streamline MGA operations.
Sure Commercial Quoting
A multi-line commercial quoting solution that bridges gaps between agents/brokers, and underwriters for Insurity’s Sure Commercial platform. Sikich Sure Commercial Quoting, purpose-built for clients using Sure Commercial from Insurity:
- Enables multi-line commercial quotes in one streamlined workflow.
- Bridges gaps between the agent or broker and the customer.
- Reduces manual processes, improving quote accuracy and speed
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.
- Streamline submission tracking and policy servicing.
- 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.
