INTEGRA RENEWAL
ASSISTANT
Integra Renewal Assistant by ia Blueprint is now offering a 3 tier renewal plan for you to choose which better fits your agency.
TIER 1
Up to 25 account renewals processed.
$385
TIER 2
Up to 50 account renewals processed.
$685
TIER 3
Up to 75 account renewals processed.
$985
Details:
- We quote accounts, not just policies.
- We quote Home, Auto, Umbrella, Condo, and Renters.
– Sorry, no mobile homes, ATV, RV, rental property, or other toys.
- Takes 2 weeks to onboard new agents.
- Onboarding 2 – 4 agents per month.
- Billing will be on your Integra Automation Statement.
- Only 1 slot available per agency.
To get started:
- Email Kylie Lowrey if you want the ia Blueprint Renewal.
- You will need Automation Center and Retention Center.
- We do the set-up on both.
- To get started, click the button below to tell Kylie at Integra to get you signed up!
Process
1 – We quote your accounts inside of your EZlynx management system.
2 – We bridge the most competitive options with your preferred carriers to ensure accuracy.
3 – We send those to your email inbox in an easy-to-read spreadsheet.
4 – Review and confirm the quote and present to your client.
Nitty Gritty:
- In our setup process, we will ask you for a list of your top 3 – 5 preferred carriers. These are the ones you prefer to write with.
- We will also ask for your coverage standards and the standard endorsements you want on every quote.
- When you receive the renewal quote, you will need to review the top option for accuracy. We strive to take care of 90% of the work for you, but you still need to walk through the quote on the carrier site to be sure we got everything like you want it.