WorkbenchGrowth
Your team calls the right clients first. Claims, tickets, and payments are read together for every renewal.
BeforeSame minutes for everyoneAfterEffort where the risk is
RetentionYou serve the client every day, and the work never stops
Certificates, renewals, policy changes, and remarketing, at volume. Agents do the routine on your AMS and your carriers' portals, and your CSRs and producers take the calls that need a person.
Get a free process reviewSee your processes ↓Renewals that need attention90 daysbefore expiry, the renewals at risk are on a short list, each with a reasonRead how ↗
WorkbenchCost
Certificates are issued in seconds. A person sees only the requests the policy cannot meet.
BeforeMinutes per certificateAfterSeconds, most of the time
Minutes per certificateWorkbenchGrowth
Remarketing starts from one package. Agents take the account to your markets and bring back one comparison.
BeforeA portal per marketAfterOne comparison
Days to a proposalWorkbenchCost
Your AMS stays where it is. Agents work in your AMS and your carriers' portals, not around them.
BeforeSwivel-chair between portalsAfterOne queue for the team
Touches per requestYour processes, on one platform
Scroll through the 4 processes we run for agencies. Damco Workbench does the work on top, and your core keeps the record underneath.
Service · high volume
Certificates of insurance
Routine until a contract asks for something the policy doesn't give.
See it on your core ↗Broker or carrier · servicing
Renewal stewardship, from the expiring list to the ones at risk
Most renewals renew themselves. The agent reads the signs across your systems from 90 days out and gives the CSR or producer a short list with a reason and a remedy.
- Retention on the needs-attention list (%)
- CSR hours per saved renewal
- At-risk renewals found 60 or more days before expiry (%)
- Overall retention
Retail agency · middle market
Marketing a commercial account
One submission, many markets, at the same time. The broker's value is the comparison.
See it on your core ↗E&S · wholesale
Surplus lines placement and filing
When admitted markets decline, surplus lines can write it, with state paperwork and taxes attached.
See it on your core ↗Certificates of insurance
ArrivesPortalLeavesEmail
Workbench where people and agents work
01RequestDone alone
02CheckNeeds carrier
03IssueNeeds account manager
04TrackDone alone
Your core InsureEdge, or the one you run
·PolicyPolicyPolicy
RulesAgentPerson
Service · high volume
Certificates of insurance
Routine until a contract asks for something the policy doesn't give.
See it on your core ↗ArrivesPortalLeavesEmail
Workbench where people and agents work
01RequestDone alone
02CheckNeeds carrier
03IssueNeeds account manager
04TrackDone alone
Your core InsureEdge, or the one you run
·PolicyPolicyPolicy
RulesAgentPerson
We strategize, build, and operate your software until it pays
Most agencies start with certificates or renewal stewardship: the volume is there, and so is the number.
Strategize
We map one of your processes as it runs today, every task, who does it, how long it waits, and pick where agents pay first.
Build
Prototype rounds with your people every week, on the core you run, in your tenant. Agents, rules, and screens.
Operate
We run it with you against the KPIs we agreed, and keep tuning until the number moves. Then we keep it there.
A five-day Software Review, at no costWorking software in your tenant, not a deckBuilt versus ran, on a dashboard, every week
Two platforms let you start from working software
When we build, we start from two platforms of our own. Use them together, one at a time, or not at all: the blueprint works on the core you run.
Workbench on your coreGuidewire, Duck Creek or in-house. Agents work on it through its APIs.
InsureEdge under your portalsA modern core behind the front ends you already have.
Both, from the core upThe shortest path to an agent-ready operation.
Three insurers run software we built, each measured in its own units
CNC Catastrophe & National ClaimsClaimsUnited Automobile Insurance CompanyClaims intakeInorbitXEmbedded insurance
The 4-hour claim review now takes 6 minutes
6 minper claim, from 4+ hours
193checks across 76 categories
Read the storyThe claim is open before the call ends
96%of captured fields matched
24/7the claims line answers first
Read the story2,000 policies were booked in the platform's first month
2,000+policies in month one
3–4 wkbuild start to live
Read the story