HOME NEWS ARTICLES PODCASTS VIDEOS EVENTS JOBS COMMUNITY TECH DIRECTORY ABOUT US
at Financial Technnology Year
A comprehensive agency management platform that integrates multiple functionalities to simplify policy management, client relationships, and sales analyses.
Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
More Agency Management Systems
More Distribution and Agency Management ...
Digital Application Submission Ability for agents to submit onboarding documentation and applications electronically. |
Kinduct's platform includes digital application submission capabilities as part of their comprehensive agency management system. | |
Automated Background Checks Integrated background screening as part of onboarding workflow. |
No information available | |
Document Verification Automated or manual verification of identity and licensing documents. |
The platform includes document verification functionality as part of its comprehensive agency management solution. | |
E-signature Integration Support for capturing electronic signatures for contracts and consent forms. |
E-signature integration is available to facilitate contract signing and documentation processing. | |
Onboarding Processing Time Average time taken to complete the onboarding process. |
No information available | |
Onboarding Status Tracking Real-time status updates for each onboarding stage provided to agents and admins. |
Real-time status tracking for onboarding processes is provided in the platform. | |
Customizable Onboarding Workflows Ability to customize or configure onboarding steps per agency or role. |
Kinduct allows for customization of workflows to match agency-specific processes. | |
Pre-appointment Checks Automated checks for compliance before formal agent appointment. |
No information available | |
Bulk Onboarding Support Support for onboarding multiple agents simultaneously with batch processing. |
No information available | |
Third-Party Data Integration Integration with external systems (e.g., NIPR, ACORD) for license or record verification. |
The system integrates with third-party data sources to enhance verification processes. |
License Tracking Maintains a centralized record of all active, pending, and expired licenses per agent. |
License tracking is included as part of the platform's agent management functionality. | |
Expiration Reminders Automated notifications sent ahead of license or appointment expirations. |
Automated notifications for license and appointment expirations are included. | |
Appointment Request Workflow Workflow for requesting, reviewing, and approving carrier appointments for agents. |
The system includes workflows for appointment requests and approvals. | |
Multi-state License Support Tracks agent licenses and appointment statuses across multiple states or jurisdictions. |
Multi-state license management is supported within the platform. | |
Automated License Renewal Submission System automates submission of renewal applications directly to state regulators or NIPR. |
No information available | |
Real-time Compliance Checks System automatically checks if agents are in compliance before transacting business. |
The system performs compliance checks to ensure agents meet requirements before conducting business. | |
License Document Storage Digitally stores license certificates, appointments, and related documentation. |
Digital storage for license certificates and related documents is included. | |
Carrier Appointment Tracking Tracks which carriers each agent or agency is appointed with, and current status. |
The platform tracks carrier appointments for agents and agencies. | |
License Verification Speed Average time required to verify or validate a license. |
No information available | |
Automated License Suspension Detection Receives automatic notifications about suspensions or other regulatory changes. |
No information available |
Automated Commission Calculations System automatically calculates commissions for agents based on sales data and commission structures. |
Automated commission calculations based on sales data and commission structures are supported. | |
Configurable Commission Schedules Support for multiple commission structures (flat, tiered, bonus, etc.), configurable at agent or product level. |
The system allows for configuration of multiple commission structures at different levels. | |
Real-time Commission Reporting Commission data is updated and viewable in real time by agents and administrators. |
Real-time commission reporting is available to both agents and administrators. | |
Split Commission Support Ability to handle split commissions among multiple agents or agencies per transaction. |
Split commission handling between multiple agents is supported within the system. | |
Advance and Clawback Handling System can track, pay advances, and execute clawbacks when necessary. |
No information available | |
Bulk Commission Payouts Supports processing payments in bulk to multiple agents at once. |
Bulk commission processing is available for efficiency. | |
Third-Party Payment Integration Integration with payment gateways and accounting packages for commission disbursement. |
Integration with payment systems for commission disbursement is supported. | |
Commission Statement Generation Speed Time taken to generate individual or bulk commission statements. |
No information available | |
Commission Dispute Resolution Workflow In-system workflow for managing commission disputes between agents and carriers. |
Commission dispute resolution workflow is included in the platform. | |
Mass Commission Adjustments Ability to make bulk adjustments to commission results across many agents and transactions. |
Mass commission adjustments can be made across multiple agents and transactions. |
Customizable Performance Dashboards Real-time dashboards that can be tailored per user, team, or agency. |
The system offers customizable performance dashboards for different user roles. | |
Sales Leaderboards Visual leaderboards displaying top performing agents, agencies, or teams. |
Sales leaderboards are included to display top performers. | |
Goal & Target Tracking Set, track, and auto-report sales targets or qualitative goals. |
Goal tracking and reporting is available for sales targets. | |
Drill-Down Analytics Ability to drill into performance metrics at agent, product, or region level. |
Drill-down analytics capabilities allow for detailed performance examination. | |
Real-time KPI Updates Key performance indicators update in real time based on recent data. |
KPIs update in real-time based on recent performance data. | |
Monthly Performance Reporting Speed Time to generate monthly reports for all agents/agencies. |
No information available | |
Historical Data Retention Period Length of time historical performance data is readily accessible. |
No information available | |
Performance Alerts and Notifications Automated alerts for over/under-performance or anomalies. |
Automated alerts for performance anomalies are included. | |
Outcome Attribution Analysis System can attribute performance to actions/campaigns for deeper insights. |
The system can attribute performance to specific actions or campaigns. | |
Data Export Capabilities Ability to export analytics and performance data to Excel, PDF, or APIs. |
Data export capabilities for analytics and performance data are supported. |
Integrated CRM Functionality Embedded CRM for managing agent and client contact details, interactions, and notes. |
CRM functionality is integrated into the platform for contact management. | |
Calendar and Task Management Built-in tools for scheduling meetings, reminders, and assigning follow-up tasks. |
Calendar and task management tools are included for scheduling and follow-ups. | |
Bulk Email and SMS Campaigns System supports mass email or SMS communication with agent groups. |
The system supports bulk email and SMS campaigns to agent groups. | |
Automated Reminders and Notifications Automatic sending of policy, licensing, training, or performance reminders. |
Automated reminders for various policy and licensing events are included. | |
Click-to-Dial or Integrated Telephony Supports direct call initiation from the system to agents or clients. |
No information available | |
Contact Import/Export Speed Time to upload or download large batches of contact or communication data. |
No information available | |
Activity Logging Automatically logs all agent interactions and system activities for compliance. |
Activity logging for compliance purposes is supported. | |
Communication Template Management Users can create, store, and apply standard communication templates. |
Communication template management is available for standardized messaging. | |
Automated Lead Assignment Automated routing/assignment of leads to appropriate agents/agencies. |
The system includes automated lead assignment functionality. | |
Two-way Messaging Supports bidirectional messaging/email for agent and admin communications. |
Two-way messaging is supported for agent-admin communications. |
Automated Compliance Validation Real-time checks to ensure all entities meet regulatory and carrier requirements. |
Automated compliance validation is included to ensure regulatory requirements are met. | |
Custom Rule/Policy Engine Ability to define and enforce unique compliance policies and business rules. |
Custom rule engine for compliance policies is available. | |
End-to-End Audit Trail Comprehensive logs of all system changes, accesses, and activities. |
Comprehensive audit trails are maintained for system activities. | |
Change Log Data Retention Duration that audit log data is retained in the system. |
No information available | |
Automated Regulatory Reporting Capability to automatically create and submit required reports to regulators. |
No information available | |
User Access Controls Granular control and audit of which users can access, view, or modify specific data. |
Granular user access controls are available for data security. | |
Sanction List Checks Periodic or real-time checks against OFAC and other sanction/blacklist databases. |
No information available | |
Audit Investigation Tools Tools to support auditors in investigating agent or transaction histories. |
Audit investigation tools are provided for examining transaction histories. | |
Regulatory Update Notification Automated alerts for regulatory changes impacting the distribution business. |
No information available | |
Third-Party Compliance Feed Integration Ability to connect with third-party compliance or news feed providers. |
Integration with third-party compliance feeds is supported. |
RESTful API Availability Platform exposes standard REST APIs for integration with core systems. |
RESTful APIs are available for integration with other systems. | |
Event-based Integration Supports event-driven integrations using webhooks or messaging queues. |
Event-based integration using webhooks is supported. | |
Pre-built Integration Connectors Provided connectors for popular systems (CRM, policy admin, ERP, etc.). |
Pre-built connectors for common systems like CRMs are provided. | |
Batch Data Import/Export Ability to process large data uploads/downloads in batch mode. |
Batch data import/export functionality is available. | |
Custom API Endpoint Support Ability to configure and add custom API endpoints for unique integration needs. |
No information available | |
API Documentation Quality Comprehensiveness and clarity of developer API documentation. |
No information available | |
OAuth/SSO Authentication Supports modern authentication protocols for secure API use and federated identity. |
OAuth/SSO authentication is supported for secure API access. | |
Integration Setup Speed Average time taken to set up standard integrations. |
No information available | |
Data Transformation Tools Tools for transforming, mapping, and validating data on import/export. |
Data transformation tools are included for data import/export. | |
Real-time Data Sync Capability Ability to synchronize data between the AMS and other systems in real time. |
Real-time data synchronization with other systems is supported. |
Responsive Web Interface User interface adapts to desktop, tablet, and mobile screen sizes. |
The interface is responsive and adapts to different screen sizes. | |
Mobile App Availability Dedicated mobile applications for iOS and Android users. |
Mobile applications are available for iOS and Android. | |
Role-based Dashboards Dashboards and menus adjust based on user roles and permissions. |
Dashboards and menus adjust based on user roles. | |
Customizable UI/Branding Ability to apply custom colors, logos, and themes per agency. |
UI customization and branding options are available. | |
Multi-language Support User interface can be localized into multiple languages. |
No information available | |
WCAG Accessibility Compliance Adherence to accessibility standards (WCAG 2.1 or later). |
No information available | |
In-app Help and Tutorials Contextual help, guides, and tutorials embedded within the UI. |
In-app help and tutorials are available for user guidance. | |
Page Load Speed Average load time for common application pages. |
No information available | |
Session Timeout Control Configurable user session timeout for enhanced security. |
Session timeout controls are configurable for security. | |
Self-service User Profile Management Users can update their own profile data, preferences, and settings. |
Users can manage their own profiles and preferences. |
Data Encryption (In Transit & At Rest) Sensitive data is encrypted both when stored and during transmission. |
Data encryption both in transit and at rest is implemented. | |
Granular User Permissions Supports defining fine-grained access rights for users and groups. |
Granular user permissions are supported for access control. | |
Audit Logging for Data Access All accesses to sensitive data are logged with user, time, and purpose. |
Access to sensitive data is logged for security purposes. | |
Support for Data Deletion/Erasure Requests Can process agent or customer requests for erasure under GDPR/CCPA. |
Support for data deletion requests under privacy regulations is available. | |
Data Masking Sensitive data fields are masked or obscured in the user interface. |
Sensitive data fields are masked in the user interface. | |
Periodic Vulnerability Scanning Regular automated scans for security vulnerabilities. |
Regular vulnerability scanning is conducted for security. | |
Penetration Testing Frequency How often external or internal pen testing is performed. |
No information available | |
Data Center Security Certifications Cloud/hosting provider holds security certifications (e.g., SOC 2, ISO 27001). |
Data centers used by Kinduct have security certifications. | |
Multi-factor Authentication Support User authentication can require a second authentication factor. |
Multi-factor authentication is supported for enhanced security. | |
Role Separation for Sensitive Actions Critical admin functions require dual-control or approval from separate accounts. |
Critical functions require dual approval for security. |
Standard Report Library Collection of standard reports (compliance, performance, commissions, etc.) available out-of-box. |
Standard reports for various business functions are included. | |
Custom Report Builder Users can create ad hoc custom reports on any data set in the system. |
Custom report building capabilities are available. | |
Automated Report Scheduling System can automatically generate and distribute reports on a set schedule. |
Report scheduling for automatic generation and distribution is supported. | |
Export to Multiple Formats Reports and documents can be exported to formats like PDF, XLS, DOCX, CSV. |
Reports can be exported to multiple formats including PDF and Excel. | |
Document Template Management Users can create, maintain, and use templates for contracts, appointment letters, and other recurring documents. |
Document template management is available for standardized documents. | |
Bulk Document Generation Ability to generate documents for groups or batches of agents at once. |
Bulk document generation for multiple agents is supported. | |
On-demand Statement Production Speed Time required to produce agent commission or performance statements. |
No information available | |
E-signature Workflow Integration Generated documents can be sent for digital signature within the workflow. |
E-signature workflow is integrated with document generation. | |
Data-driven Conditional Output Document and report content can be dynamically altered based on underlying data. |
Document content can be dynamically altered based on data conditions. | |
Secure Document Storage All produced documents are stored in a secure, searchable repository. |
Secure document storage with search capabilities is included. |
Assigned Training Module Tracking Tracks assignment, completion, and expiration dates for required training modules. |
Training module tracking for assignments and completions is supported. | |
Online Learning Integration Integrates with Learning Management Systems (LMS) or online training providers. |
Integration with learning management systems is available. | |
Certification Expiry Alerts Automatic notifications for upcoming certification or training module expiries. |
Automatic alerts for certification expirations are included. | |
Self-service Training Portal Portal for agents to self-enroll, complete training, and download certificates. |
Self-service training portal for agents is available. | |
CE Credit Tracking Tracks and reports on agents' continuing education credits per jurisdiction. |
Continuing education credit tracking by jurisdiction is supported. | |
Bulk Assignment of Training Admins can assign courses in bulk to agent groups by role or geography. |
Bulk assignment of training to agent groups is available. | |
Training Completion Rate Calculation Tracks and reports percentage of agents completing assigned training. |
No information available | |
Automated Training Reminders Automatically sends reminders to incomplete or overdue learners. |
Automated reminders for training completion are supported. | |
Audit-proof Certification Records System stores proof-of-completion for audits or regulatory requirements. |
Certification records are maintained for audit purposes. | |
Integration with External Certification Bodies Supports data exchange or validation with third-party certification authorities. |
Integration with external certification authorities is supported. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.