NODEPOINT FRAME / AGENCY MANAGEMENT
The agency management system should work around your agency.
NodePoint Frame is designed to bring customer, policy, renewal, revenue, workflow, and operational information into one modern agency environment.
Built as operational infrastructure for independent insurance agencies.
NodePoint Frame
AGENCY ENVIRONMENT
Customers
Policies
Revenue
MANAGE THE CLIENT
Customer and account information should be useful context, not a record buried in a database.
Keep the people, account relationships, notes, tasks, and activities required to serve a client in one current operational picture.
Customers and account context
Tasks and activities
MANAGE THE POLICY
Keep policy servicing connected to the work around it.
Bring policies, terms, transactions, documents, and servicing information into a clearer operational conversation.
Policies and policy terms
Transactions and servicing activity
Documents and servicing information
MANAGE THE RENEWAL
Keep the renewal moving before the deadline becomes the workflow.
Give renewal work a clear sequence of follow-through, from checklists and activities through quoting and the next relevant conversation.
Renewal workflow
Checklists and activities
Quoting and follow-through
UNDERSTAND THE REVENUE
Make carrier revenue part of the operational picture.
Connect carrier revenue, commission calculations, statements, and reconciliation work to the agency records and decisions they support.
Carrier revenue and commission management
Carrier statements
Reconciliation
NODEPOINT FRAME
One agency. One operational picture.
Explore how NodePoint Frame can bring agency records, workflow, revenue, and administration into a clearer shared environment.
ONE OPERATING ENVIRONMENT