Drive your enterprise to new levels of performance
With a comprehensive wholesale solution designed for all your policy lifecycle needs, you'll be able to tackle business volume with ease. You'll make distribution partner access simple and productive, and the user experience exceptional. Complete solutions integrate, streamline and coordinate processes, which drive business efficiencies and performance.
No more headaches or frustrations related to a patchwork of programs, swivel seat data entry, or multiple vendors to manage and pay. Just one vendor, one complete solution, on one technology platform, with processes and capabilities designed exclusively for wholesalers.
Now, add in your expertise and specialty lines, and you'll have an unbeatable market offering leading to outstanding results.
Easily manage contracts, licenses and E&O across all states
Specifically tailored for:
- Independent Agents
- Retail Agents
- Captive Agents
- Other Financial Entities
By using efficient onboarding processes and workflows, with flexible automation of the administrative tasks that are important to you, you'll gain more time for compelling and higher-value work. You'll be able to sign up more qualified agents in less time and eliminate their management complexities.
Make business easy for your distribution partners, you'll be readily rewarded.
Our solutions focus on making business straightforward and efficient for you and your distribution partners. Through streamlined processes, options for portals, instant access to relevant information and the application of automation, your partners will save time and money. Expect better relationships and additional business volume as the reward.
Rate, quote, and close more business in less time
With minimal data entry, automated workflows, plus real-time alerts and notifications, you'll be informed of responses, actions, and next steps. You'll move deals along quickly and close more business, driving up premium volume and commissions.
Our wholesale solutions focus on low-touch, high-volume processing
The processes offered by XDimensional Technologies are extraordinarily efficient, allowing you to scale your business to any size and drive profitability. They streamline, add capabilities, and simplify business management to achieve peak results.
Employ comprehensive detailed reporting for insights, tracking, and evaluation
Gain insights, knowledge, and intelligence from end-to-end reporting and analytics to optimally manage your business. Always be informed and know your business in detail so you can make the best possible decisions today, and be prepared for the challenges tomorrow.
The XD Insurance Processing Platform is constantly capturing data across the breath of your transactions, data entry, partner activity, and automation, providing the most sophisticated and complete relational data set available today.
Benefit from the full breath of financial, accounting, operational, departmental and compliance reports (Bordereau), as well as advanced reports for measuring, evaluating, and implementing changes. View virtually any report on the fly, such as loss ratios, retail agent commissions, carrier commissions and sales pipeline.
Add unique views of your data and truly hone in on your operations. By leveraging performance assessment tools, you can evaluate employee, distribution partner, and client workloads. See who's really making an impact favorably and unfavorably on profitability, time, and resources. Determine roadblocks, then institute corrective actions, add incentives, set performance goals, and monitor.
With real-time alerts, notifications, and dashboards you'll stay informed and up-to-date. We'll help your organization be proactive, keep ahead of the workload, and remain keenly focused on priorities driving the desired business outcomes.