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Tejas American General Agency

Streamlined communication for retail insurance agents

Tejas American General Agency (TAGA) is wholesale insurance agency providing commercial and personal insurance products to independent agents throughout the state of Texas. TAGA uses AIM by Vertafore to manage their agency, OnBase by Hyland Software to manage their documents and workflow, and ePayPolicy to handle online payments.

TAGA wanted to streamline their communication with the retail agents to provide better service and automate several internal processes.

By blending their technologies with our cloud based computing, we provided a portal that streamlines and automates their workflow.

Solution

We built a web-based portal for their retail agents that is fully integrated with their agency management system, document management system, and payment processing system. The portal provides a variety of services.

  • Production analytics
  • Billing statements
  • Online payments through ePayPolicy
  • Policies and other related documents
  • Comparative rating from multiple carriers
  • Email notification and delivery of issued policies and monthly billing statements
Technology

Tejas American General Agency (TAGA) is wholesale insurance agency providing commercial and personal insurance products to independent agents throughout the state of Texas. TAGA uses AIM by Vertafore to manage their agency, OnBase by Hyland Software to manage their documents and workflow, and ePayPolicy to handle online payments.

TAGA wanted to streamline their communication with the retail agents to provide better service and automate several internal processes.

By blending their technologies with our cloud based computing, we provided a portal that streamlines and automates their workflow.

Solution

We built a web-based portal for their retail agents that is fully integrated with their agency management system, document management system, and payment processing system. The portal provides a variety of services.

  • Production analytics
  • Billing statements
  • Online payments through ePayPolicy
  • Policies and other related documents
  • Comparative rating from multiple carriers
  • Email notification and delivery of issued policies and monthly billing statements
Technology