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Our Features

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Blue Smoke

Our Capabilities

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Sales, Opportunity, and Producer Management

Manage all of your contacts, leads, and opportunities in one system across your entire agency. 

  • Create new opportunities for every qualified lead

  • Manage your sales pipeline with dashboards tailored for Insurance.

  • New business production reporting and analysis

    • Sales Hit-Ratio Reporting by carrier and producer

  • Acord form and company-specific application submissions

  • Seamless transition from prospect to the customer including all forms, electronic documents, schedules, pictures, emails, and notes 

  • Track new business premiums and commissions by carrier

  • Electronic management of agency contracts and appetite management

  • Seamless proposal generation from your existing template

  • Producer commission statements and payable reports

Manage all of your key customer relationship data in one place

All of the information gathered during the sales process is automatically moved to the customer record once the new business is closed and won. 

Everything captured for the carrier submissions is saved at the opportunity level and automatically moved to the customer record Immediately after the prospect becomes a customer


Including key customer relationship data including all activities and notes, schedules, carrier quotes, loss runs, proposals, emails,  correspondence, Acord forms, proposals, etc. are automatically moved to the customer record upon closing the business.

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Policy Service and Administration

Move beyond just managing your customer’s policies, and move into managing the entire customer experience that they have learned to expect from their financial services provider.


Commercial Lines - Complete commercial lines workflow for policy service


  • ​Call and automated activity tracking w/follow up

  • Complete email history attached to the customer record

  • Commercial lines Acord forms

  • Company-specific forms

  • Questionnaires and customer surveys

  • Certificates of Insurance

  • Automobile and fleet ID Cards

  • Insurance Binders

  • Create and manage new opportunities for account rounding

  • Direct access to carrier systems for specific insurance companies

  • Automated policy download through IVANS 

  • Easy schedule upload for Certificate Holders, Vehicles, Drivers, Property Locations, and Equipment directly from customer’s spreadsheets

  • Endorsement processing with automatic follow up

Personal Lines

Complete personal lines workflow support for new business and service​

  • Manage new business and endorsement workflows 

  • Automated renewal tracking and dashboards for sales and service teams

  • Integrate with your existing comparative rating engine

  • Automated Policy Download

  • Track and record customer conversations

  • Handle all service requests and policy endorsements 

  • Automated activity tracking and follow ups

Life, Accident, Health, Medical, Vision, and Dental

  • Manage policy coverage detail and policy endorsements

  • Manage employee additions, deletions, and status changes

  • Easily import employee census lists

  • Identify who opts in or opts in for each plan

  • Seamless integration with leading enrollment platforms

  • Generate customer proposals

Customer Self-service

  • Auto ID Cards

  • Certificates of Insurance

  • Send the customer a link to review their expiring coverages and policies and document any changes

  • Automated schedule upload for Certificate Holders, Vehicles, Drivers, Property locations, Equipment and Employee census detail easily mapped and imported from customer’s spreadsheets

Data Conversion Services

Proven data conversion services to move your customer and policy detail from the leading agency management systems.

Electronic Document Management

  • Centralized document storage on AWS S-3 cloud environment

  • Rapid attachment and document indexing - no more client folders to search

  • Automated electronic document attachment to customer and prospect records

  • All electronic documents, images, etc stay with the prospect as they move to a customer

Agency Accounting:

  • Executive Dashboards & Key Performance Indicators to manage the agency

  • Balance Sheet – Income statement

  • Full general ledger supporting multiple company entities

  • Invoicing and Automated Installment Generation

  • Automated Direct Bill Commission Download and processing to Producer Commission Reports

  • Cash posting to agency bill open invoices

  • Cash disbursements to vendors and carriers

  • Producer commission payment, reporting and tracking

  • Receivables Reporting 

  • Automated Common Financial balancing reports 

  • Reconcile and pay Insurance Company Statements 

  • Premium and commission forecasting reporting

  • Check printing for Accounts Payable

  • Premium finance company invoicing 

  • Support for cash and/or accrual accounting for multiple sets of books

  • Email or print customer month-end statements for Agency Bill

  • Premiums and commissions receivable report by carrier

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