Integra Renewal Team
Details:
- Costs $685 per month.
- Includes up to 50 ACCOUNTS quoted for renewal per month.
– That is right, 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.
Need more than renewal quotes? Click below to learn about hiring a full-time virtual employee.