Features & Quick Stats
Key Features
- Accounting Services
- Certificates
- New Submissions
- Quoting
- Document Retrieval
- Policy Checking
- Loss Runs
- Premium Finance
- Digital Marketing
- Proposal Creation
Core Business
Insurance Software & Services
How SkySource Helps Independent Agents & Brokers
Integrations
We have numerous integrations for our products including ePayPolicy, InsuredMine, RPost, DocuSign, and more. View all integration partners.
Partnerships
Certifications & Awards
SkySource Videos
5 AI Opportunities for Retail Insurance Agencies in 2025
Office Space Day: Peter Gibbons’ Journey to 2025
Office Space Day: Bill Lumbergh’s Journey to 2025
SkySource Resources
Dyad Launches to the Property & Casualty Insurance Market
Enhancing Efficiency: The Role of Outsourcing in Insurance
Product FAQs
Outsourcing
BPO-E&O Policy?
Yes
BPO-Minimum term of engagement
One Year
BPO-Operations center/team based
[India]
BPO-Agency able to interview and select support staff
No
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, Accounting, New Business, Renewals, Marketing, Operations, Other]
BPO-AMS familiar with
ALIS, Nexsure, PUMAA
BPO-Minimum term of engagement required?
Yes
BPO-Quality control/reviews/accountability for your staff?
Yes
BPO-Onboarding time
4+ weeks
BPO-Staff device policies
[Company has control of the computer, Company provides real-time monitoring of staff devices, Devices are only connected via ethernet cable]
BPO-Agency data stored on your network?
No
User Community
Connect with peers at Dyad’s (former XDimensional Technologies or XDTI) customer event for firms using the Nexsure agency management system.