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About

You provide your clients with competitive coverage needs. And we help make shopping and renewing clients less burdensome. Accelerate your marketing submission process by shopping commercial clients to multiple carriers at one time. Shop commercial clients to all or the preferred carriers at one time without crafting any emails. Eliminate responding to duplicate underwriter inquiries by addressing all similar questions at one time within our shared platform. No more digging in your email inbox and responding to each underwriter's inquiry individually. Stay ahead with system-generated notifications that automatically follow up with underwriters. Keep underwriters informed on important renewal deadlines without lifting a finger. Always be the first to market by scheduling submissions in advance. Schedule marketing submissions to be delivered to insurance carriers at the earliest time possible.

About

Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Independent insurance agencies seeking a tool to write more commercial lines in less time

Audience

Carriers and companies looking for an insurance agency management software solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Renewalbook
Founded: 2017
United States
renewalbook.com

Company Information

Special Agent
United States
www.specialagent.com

Alternatives

Alternatives

Verity

Verity

VRC Insurance Systems
ASPIRE Health

ASPIRE Health

Artivatic.ai
pasCarrier

pasCarrier

Policy Administration Solutions

Categories

Categories

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

No info available.

Integrations

No info available.
Claim Renewalbook and update features and information
Claim Renewalbook and update features and information
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Claim Special Agent and update features and information