San Francisco, CA – May 2, 2012 Charity First will be adding a new portal for its agents this Spring and they have selected Appulate, Inc. to provide its “Submission Management Portal” technology. The addition of the portal will allow CharityFirst to put its programs online where agents can more easily access them and submit business. Initially, the automation will be available for Charity First’s established, Nonprofit programs.
Charity First’s Nonprofit, “Religious” Program is a robust package policy tailored exclusively for denominational/non-denominational churches, synagogues and temples and includes General Liability, Property and Sexual Abuse coverage’s. “By reducing data entry, Charity First will not only make it easier on their agents to do business with them, but will also promote efficiencies within their organization,” said Dimitri Nikouline, Chief Technology Officer and Co-Founder at Appulate.
Charity First will be the first MGA of its kind to have a full portal for its agents. Features of this will include an “Appetite Guide”, data collection through dynamic questionnaires, rating, underwriting, data bridging, e-signature and document management.
“This project is all about making it easier to do business with us,” said Riley Binford, Executive Vice President at Charity First. “Time is our most precious resource and by reducing the amount of data entry for the agent, we will save them time,” commented Binford.
While offering agent portals has been prominent for standard lines carriers in recent years, the trend has only recently been popular in the MGA market. Charity First’s May “go-live” date will make them one of just handful of Managing General Agents to offer such functionality. “This is directionally where all MGA’s are headed, but Charity First and its stakeholders will reap the rewards sooner,” suggests Nikouline.
Founded in 2005, Appulate provides a best of breed portal solution to streamline the submission process between stakeholders (insured, agent, broker, MGA, TPA and carrier). Appulate offers an unprecedented level of connectivity to streamline business processes through its innovative abilities to bridge data between insurance systems. The combination of our advanced technology, outstanding lever of service and high value proposition have made us one of the fastest gPosting technology companies that serve the insurance industry.
Since 1985, Charity First has served the property & casualty insurance industry as a program manager and wholesaler providing our retail insurance customers with markets and products to meet the unique needs of the nonprofit community. We support the nonprofit mission of philanthropy and service and believe that what we do for our customers helps them become more successful.
Charity First is an established leader in the Nonprofit and Religious niches and retail brokers across the country value our responsiveness, experienced underwriting, consistent service and broad range of safety and loss prevention resources. Our foundation was built based on trust, knowledge, and service, and we understand that the relationships we develop and foster through the years are a true indicator of how successfully we conduct our business and ourselves.
Strong partnerships with insurance carriers and retail brokers create a skilled knowledge base that develops underwriting innovation and flexibility, and resources tailored to meet the ever-changing needs of this specialty niche. We strive to fulfill our mission by focusing on the human side of doing business and placing the needs of our customers first.
Our product offering includes coverage beyond Commercial General Liability, Automobile and Property. Our product portfolio can also provide protection for Directors’ & Officers, Employment Practices Liability, Abuse & Molestation, Professional Liability, Fiduciary Liability, Crime, Property Inland Marine, International Coverage, Umbrella, Accident Coverage, and more. We invite you to learn more about Charity First.