Retail Agent / Insured Portal
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Envoy's Retail Portal puts quote submissions in the hands of insureds and retail agents. Through Envoy's integration with the HeraldAPI, insureds are presented with a dynamic quote application with a real time set of coverage and risk questions required to return a quote. With a single URL, producers can collect quote submissions from their public facing sites or embed a link to the Retail Portal in emails to invite insureds to complete a quote application.
Optimized for Consumers
The Retail Portal has a consumer friendly, optimized UI for quickly collecting the minimal set of coverage and risk information required to generate quotes. Eliminate the back and forth of email. Reduce phone calls.
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Validate Insured Submissions
The Envoy Insured Retail Portal validates information provided by the Insureds in real time to assure the quality of information sent to carriers for quoting.
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Quote Comparison
Insureds are presented with quote options for review, including coverages details associated with a quote. Clicking 'Request to Bind' alerts Producers of quotes insureds wish to bind.
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Email Notifications
After completing a quote submission, Insureds receive an email with a link to their quotes.
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