Agent Workbench provides distribution channels a fully integrated approach for support of all product workflows.  This suite is further defined by the following features:

• Agent workstation for accessing tasks, documents, information and actions
• Real-time support of Quote, New Business, Amendments, Renewals, Reinstatements and Cancellations
• Customer inquiry with 360 degree customer view
• Automated underwriting and pre-configured third party integration for superior risk evaluation
• Task driven smart screens, defaults and data flooding ensure data quality and completeness
• Single screen quick quote for quick premium calculation
• What-if amendment quoting with save and retrieval capabilities
• Quote diary for tracking and maintaining sales opportunities
• Out-of-sequence amendment processing
• Automated renewal processing
• Full integration with lead management component for managing sales pipeline

Agent Workbench: The policy process begins with an agent gathering general customer information within the Household page.