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Area Yield Program

Organizing Clients

Depending on personal preference, Agents & Brokers can either preemptively create a client in the platform before beginning a quote calculation or Agents & Brokers can begin with a new quote first, followed by creating a client to assign it to.

Policy Lifecycle

Agents can enter client information, adjust parameters, and obtain quotes within minutes. When agents wish to move forward with the quote, they can bind coverage and obtain a policy automatically within minutes.