Program Pro
Insurance carriers in program business often struggle with fragmented data, manual processes and disconnected systems when dealing with brokers, delegated authorities and reinsurers. These challenges make it difficult to manage multiple programs, meet reporting requirements and maintain compliance. Additionally, user access management becomes complex with varying stakeholder roles. A centralized solution can streamline data management, automate invoicing, enhance reporting accuracy and simplify user permissions-leading to fewer errors, greater transparency and more efficient growth in a dynamic market.
Problem
Statement
Insurance carriers in program business often face challenges with scattered data, manual tasks and disconnected systems when working with brokers, delegated authorities and reinsurers. Managing multiple programs with different rules and reporting needs becomes difficult without a unified system. Without a single source of truth, data can be inconsistent, workflows inefficient, reports delayed and compliance at risk.
User management is also complicated since different internal and external stakeholders require different access levels. A centralized solution is needed to organize program data, automate invoices, ensure accurate reporting and give administrators better control over user permissions. This would reduce errors, improve transparency and help insurance carriers grow efficiently in a fast-changing market.
Solution
Proposed
Program Pro is a comprehensive, end-to-end platform built to centralize and streamline every aspect of program insurance for carriers and their partners, including delegated authorities, brokers and reinsurers. By serving as a single source of truth, Program Pro consolidates critical data and workflows empowering organizations to enhance collaboration, accelerate growth and maintain compliance across the insurance value chain.
01
Centralized User & Access Management
Role-Based Permissions: Administrators can create and manage user roles (e.g., Program Managers, Underwriters, Operations Analysts, MGA Analysts, TPA Analysts) with granular access rights. Effortless Onboarding: Simplifies user setup for both internal teams and external partners, ensuring the right people have the right access at the right time.
02
Company & Partner Management
Group & Branch Management: Manage multiple insurance companies and their branches in a single location, preserving a holistic view of organizational structures.
Partnership Oversight: Capture all partner details such as contact information, state licenses, bank accounts and invoices within a user-friendly, centralized system.
Custom Branding: Personalize company identity by adapting logos and color themes, ensuring a consistent brand experience across platforms.
03
Product & Program Configuration
Flexible Product Setup: Define product name and code, line of business, class of business, approved states and appetite. This ensures fast and consistent new product introductions.
Program Terms & Conditions: Establish rules, data standards and coverage specifics for each program, enabling clear, consistent communication with partners.
Invoice Generation: Automate billing processes and easily share invoices with partners to simplify financial tracking.
04
Real-Time Insights & Reporting
Dashboard Analytics: Access clean, consolidated data through user-friendly dashboards that visualize key performance indicators.
Custom Reports: Generate in-depth, on-demand reports for leadership, compliance and operational analysis, enabling data-driven decisions.
Business
Values
Program Pro helps insurance businesses by keeping all important data in one place, making sure it's accurate and reducing unnecessary work. It simplifies tasks, cutting down on admin work so employees can focus on more important things. The platform makes it easier for insurance companies and their partners to communicate and work together, building better relationships.
With built-in compliance and risk management tools, Program Pro ensures companies stay prepared for audits and follow industry rules. Its flexible design allows insurers to quickly launch new products or expand into new markets, helping them grow faster. The system also reduces IT costs, while real-time dashboards and reports provide valuable insights, making it easier to make smart business decisions and drive long-term success.