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ValueMomentum Updates its Agent Portal Solution

Staff Writer | August 28, 2015

ValueMomentum announces the immediate availability of the enhanced version of its DealFoundry agent portal solution, which is designed to help agent-ease-of-business. The new version offers speedier quoting, improved quote submission quality, speed-to-market, and superior new engagement and collaboration features.

DealFoundry's out-of-the-box commercial lines templates help carriers with quoting for new lines of business and keep existing lines of business refreshed. The latest release leverages new, low cost integrations to prefill quoting screens, thereby reducing keystrokes and improving submission quality. The new DealFoundry release also reduces the need for agent rekeying of data by providing support for upload of ACORD forms. 

The highlights of new capabilities offered with version V2.5.0 include:

  • Leveraging web APIs to prefill business details such as addresses and coordinates, and providing a map view of business locations
  • Intuitive workflow that prefills risk information based on business address
  • ACORD application generation to help agents streamline the quoting process to meet customer demands
  • Support for uploading ACORD application forms for reduced keystrokes and time savings
  • HTML 5.0 technology to provide a superior user experience
  • Refreshed out-of-the-box templates for most commercial lines

“ValueMomentum is delivering to meet our customers’ changing needs by enhancing our already proven agent portal solution,” said Jim Carlucci, vice president, insurance at ValueMomentum. “The new version of DealFoundry enables agents to better serve today’s always-connected, digital customer and helps the agent focus more on selling and less on learning, navigating and keying/rekeying.”


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