DataCrest, Inc.

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

Our platform streamlines the application process by providing dynamic supplemental applications, required documents, and schedules tailored to insured application responses and interested coverages. We ensure perfect submissions and accurate risk assessment without the back and forth between underwriter, agent, and insured  by ensuring guidelines are met. We simplify the entire quote, bind, and issue process, empowering insurance professionals to efficiently deliver exceptional service to their clients quickly, and free up underwriter time to review submissions. Our platform is built to scale with small lines of coverage to your biggest programs and to help use your application data overtime to get even more return on investment with us and profitability for your firm.

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.