APEX FOR INSURANCE

Your offices.
Your online opportunity.

Connect agency operations, customer relationships and ownership reporting. Build the digital customer journey around the way your agency works.

01 / BRICK-AND-MORTAR INSURANCE

Run the office. See the whole agency.

Quotes, customer follow-ups, renewals, cancellation prevention, staff workload and carrier status reconciliation. Give office managers a daily work queue and ownership a clear view of income, profit and performance across locations.

Open office manager dashboard

02 / ONLINE INSURANCE COMMERCE

Turn the existing book into a digital relationship.

Plan customer activation, self-service, QR signage, partner kiosks and a connected quote-to-purchase journey. Measure sources, funnel completion and customer retention across office and online channels.

Quoting, payment, binding and policy issuance depend on selected carrier and rating integrations. End-to-end online purchasing is a planned implementation workflow.

Open ownership dashboard

Two perspectives. One connected operation.

Explore APEX dashboard designs with sample data. These dashboards demonstrate the interface and proposed workflows; they are not connected to a live agency or carrier.