DataCrest, Inc.

DataCrest, Inc.

851 Duportail
Chesterbrook, PA 19087


Contact: Tom Young


P (610) 675-5776

Company Description

Description of Product or Services you would like to promote in the Association:

AppEase:  A dynamic Supplemental Application Platform
Supplemental Applications and underwriting information to/from insured, agent AMS, and to your existing underwriting/enterprise infrastructure.

QBI Framework:  Your framework for a simple Quote/Bind/Issue solution.

How does your product or service specifically target/benefit Program Administrators:

AppEase - Reduce sales cycle (~80%) by collecting supplemental apps electronically.

  • Delivery of secure applications to customers via unique links and E-sign capabilities.
  • Reduce your E&O exposure by having your clients and products more easily complete apps.
  • Differentiate your agency from the competition.
  • View the progress and status of your supplemental apps.

QuBi - Quote any product(s), and simplify the process for your clients, prospects and staff.

  • Embed in your website - we do the work for you, then it's ready to go!
  • Collect required documents, schedules and other materials

What differentiates your product from others in the marketplace?

  • Knowledgeable - Our team is long tenured and knowledgeable in the insurance industry having experience in retail brokerage, MGA/Program Administration and underwriting at insurance carriers.
  • Customer success - We believe in live customer support and speaking with a real person to address any onboarding, service, and tech issues that may arise.
  • The system enables needed schedules and attachments in one platform.

For renewals, our system pre-populates and then automatically sends the application to your client which reduces information entry as the insured simply confirms the previous data, enters new ratables and e-signs … done! This process also reduces the E&O exposure for all parties involved.

AppEase includes third party data to reduce the size of the applications and informs underwriting decisions.

  • The application data is also available to identify loss trending.
  • We can include qualifying questions on each application that will provide your underwriters with the information needed to prioritize their opportunities, understand the buying process and determine if they should move forward.
  • We can white label each application so that your brand is visible to your clients.
  • We help standardize your data across applications and verticals.