Policy & Claims ManagementTAPP

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Our Agent Portal provides comprehensive tools to manage policy and claims workflows, ensuring accuracy and efficiency across processes.

exclusive features

Commission Download

allows agents and home office users to download commission statements generated by the Policy Administration System (PAS).

At-Risk Policy Display

presents a list of policies requiring attention from agents, helping prioritize tasks and reducing the risk of policy lapses by focusing on critical actions.

Claims (Beta)

supports agents in submitting claims in preneed environments with updates managed by the Home Office to accelerate claims processing and improve client satisfaction.

Policy Display

shows detailed policy-specific data customized for each product. Provides flexibility to meet varying requirements across products or carriers.

Ready to streamline agent workflows and enhance efficiency? Request a demo of the Agent Portal today!

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