“Cogitate Digital Insurance has helped us to digitalize our personal property lines business and build an omni-channel ecosystem for our channel partners to connect with us seamlessly.
We currently are writing policies for Homeowners and Mobile Home insurance through this platform. It is integrated with our existing systems including AIM and ImageRight. This allows our agents and underwriters to easily access the required information whenever they need. It is full of brilliant features such as ‘Quote in a Minute’, Customer E-signature verification, Post-sale Services workflow and built-in Property Analytics tools. Personal Property insurance platform has quickly become one of the pillars of our digital business initiatives.”
Elena Leming
VP of Personal Lines
Insurance House
“In the rapidly changing insurance industry, insurers are turning to digital business models to stay relevant and competitive. Digitalization of insurance is no longer a differentiator but has become table stakes to fulfil new customer demands. Insurers are looking for modern technologies to build out their digital ecosystem and transform the customer experience - for both channel partners and customers. Critically, these kinds of systems must integrate seamlessly with existing core insurance systems and have pre-integrations with third party data sources and insurance services. Many insurers are looking for a microservices-based architecture to drive flexibility and speed of implementation.”
Karlyn Carnahan
Head - North America Property Casualty
Celent
“Cogitate Demand Management solution has so many features and benefits. We have significantly enhanced control over attorney demand claims exposure with this software. Demand Management solution helps us to ensure that no demand or a subsequent deadline is missed which can lead to bad faith. This is truly ‘sleep insurance’ for me when it comes to attorney demand letters. It’s an incredibly valuable tool for me as the Claims Vice President.”
Christine Ainsworth
Vice President of Claims
Southern General Insurance Company
“Cogitate Digital Insurance solution has enabled us to extend our channel reach. This powerful platform has helped us become more competitive by improving our speed to market & customer experience. Additionally, we have experienced a significant decrease in our cost structure. I highly recommend Cogitate as we’ve experienced their expertise in insurance and technology.”
Diane Boyer
Director of Insurance Operations
Insurance House
“Our agency is constantly looking for ways to stay ahead of the curve when it comes to technology. Thanks to Cogitate, our agency is now in the palm of our customer's hand 24/7. The many features included in our app has made it a favorite among our customers and has helped us to continue to offer comprehensive support to our customers regardless of what time of the day it is or how near or far they are from one of our agencies. The Cogitate app brings our agency to them.”
Jeff Butler
President
Able Auto & Cycle Insurance

Real-time Business Insights

Cogitate Producer Portal provides real-time business insights to agency principals through a powerful dashboard, with reports for commission, revenue, and more. These reports facilitate informed and timely decision-making to ensure high levels of business performance.

Dashboard
Dashboard provides a quick snapshot of the most relevant business information for an agency principal. It includes reports such as:
  • New and renewal business premium value with average premium per policy
  • Quote-to-bind ratio
  • Policy-in-force count
  • Premium classification by lines of business
Commission Statement
The agency can generate commission statements whenever required.
  • Commission statements for specific time periods
  • Real-time commission statements
  • Ability to view and download commission statements
Producer Score Card and Revenue Report
Comprising of important KPIs, this feature helps an agency principal to analyze the performance of the business including:
  • Premium and average premium per policy for new and renewal business
  • Policy-in-force counts for new and renewal business
  • Quote-to-bind ratio
  • New and renewal business premium based on lines of business
Dashboard
Dashboard provides a quick snapshot of the most relevant business information for an agency principal. It includes reports such as:
  • New and renewal business premium value with average premium per policy
  • Quote-to-rind ratio
  • Policy-in-force count
  • Premium classification by lines of business
Commission Statement
The Agency can generate commission statements whenever required:
  • Commission statements for specific time period
  • Real-time commission statements
  • Ability to view and download the commission statements
Producer Score Card and Revenue Report
Comprising of important KPIs, this feature helps an agency principal to analyze the performance of the business including:
  • Premium and average premium per policy for new and renewal business
  • Policy-in-force counts for new and renewal business
  • Quote-to-bind ratio
  • New and renewal business premium based on lines of business

Complete Access to All Resources

Cogitate Producer Portal enables instant access to customer policy documents as well as access to marketing brochures by agents. It also maintains the contact information of all employees in an agency.

Policy Document Access

Agents can access customers’ policy-related documents:

  • Ability to search policies by policy number, policyholder’s name and other parameters
  • Ability to view, download or email required policy documents
  • Integrated with document management systems to fetch documents from the built-in repository

Access to Marketing Brochures

Producer Portal has a built-in repository, a one-stop place for all marketing assets:

  • Easy, on-demand access for agencies to all marketing documents like brochures, videos and more
  • Insurance companies can add new marketing documents for agents to access
  • Ability to view, download and email documents directly from the application

Agency Contact Management

Producer Portal has a built-in contact directory for an agency that maintains employee information:

  • Contact details of employees of the agency
  • Ability to add, edit and delete agents’ contact details
  • Access to representatives of insurance companies for quick and easy communication
Interested in learning more about our
Producer Portal?