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.