Features & Quick Stats
Key Features
Policy Check:
- Comprehensive E&O Review Checklist
- Easy-to-use intuitive application & customizable checklists
- Works for all insurance documents
- Comprehensively covers current and Expiring Policies, Endorsements, Quote, Binder,
- Proposal, Schedule & ACORD Application/Submissions.
Quote Compare:
- Configurable scoring functionality
- Quickly compare critical data across multiple quotes
- Process & publish granular LOB-level details
- X-Ray viewer with side-by-side view of compared quotes
How CSRdigit Helps Independent Agents & Brokers
Integrations
Partnerships
Certifications & Awards
Subscriber Deals
CSRdigit Videos
CSRdigit Resources
Product FAQs
Outsourcing
BPO-E&O Policy?
Yes
BPO-Minimum term of engagement
One Year
BPO-Operations center/team based
[United States, India]
BPO-Agency able to interview and select support staff
Yes
BPO-Staff located only on-site?
Yes
BPO-Background check as part of your hiring process?
Yes
BPO-Contract termination process?
Yes
BPO-Ideal agency size to work with
[6-10, 11-25, 26-50, 51+]
BPO-Cybersecurity policies/measures?
Yes
BPO-Outsourcing services provided
[Policy Processing & Servicing, Renewals, New Business]
BPO-AMS familiar with
All
BPO-Minimum term of engagement required?
Yes
BPO-Quality control/reviews/accountability for your staff?
Yes
BPO-Onboarding time
Less than a week
BPO-Staff device policies
[Devices used are company-owned, Company has control of the computer, Staff are blocked from downloading and saving files, Company uses a third-party for security protection, Company provides VPN and/or encryption between devices, Company provides real-time monitoring of staff devices, Devices are only connected via ethernet cable]
BPO-Agency data stored on your network?
Yes