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Streamlining insurance from quote to bind

Coalition blog: Streamlining Insurance from Quote to Bind

Brokers are a busy bunch. Helping a client through every step of the buyer’s journey is a significant commitment, one that requires a great deal of patience and perseverance.

At Coalition, we’re constantly looking for new ways to support our broker partners and improve the experience of purchasing insurance. Over the past several months, we have launched numerous product features aimed at doing exactly that: making your life easier.

Below, we’ve highlighted some of the newest and most impactful features. Collectively, these features are our way of streamlining insurance from quote to bind.

Save time and energy with fillable PDF applications

Collecting up-to-date information on your client is a vital first step to quoting an account. But communication lag and processing delays often make the experience slower and more tedious than it needs to be.

Our new fillable PDF application can help you efficiently gather information from your clients and get quotes faster.

Whether you’re walking through it together with a new client or passing it along to an existing client at the time of renewal, anyone can use the application without needing special software. The dynamic application fields make it easier to populate and change information. Your client can also verify the information with a single signature directly within the application. 

Best of all, you’ll be one step ahead when it’s time to bind. Our fillable PDF application alleviates the need to gather additional signatures if your client signs it digitally. 

Start saving your time and energy. Download our fillable PDF application today.

Give your clients more options with Multi-Quote

Knowing that efficiency is important at every stage of the quoting process, we’ve made it possible for you to move faster and quote more business.

Coalition Multi-quote

Our new Multi-Quote feature lets you customize and compare up to three quotes at once. For every submission, you can triple your output on our broker platform and provide your clients with multiple limit and retention options.

Nobody wants to waste time quoting accounts individually, repeating the same tasks again and again. Now, you can help your clients make well-informed decisions and choose the coverage that suits their needs — all without creating additional work for yourself.

Give your clients more options. Start using our Multi-Quote feature now.

Expedite binding with signed signature bundles

When it’s time to bind a policy, we know how frustrating it can be to gather signatures and communicate with your client. You can now upload a signed signature bundle to receive the binder and policy documents faster.

Coalition Upload Signed Signature Bundle

Using our broker platform, you have the option to directly upload your client’s signed signature bundles as you’re binding a policy or at a later time. No more bottlenecks, no more waiting in the dark for policy documents — you maintain control over your accounts.

If you upload a signed signature bundle, we'll review the account and issue the policy within a day. If you don’t upload a signed signature bundle, you can still proceed as normal. We’ll even offer to email your client to electronically sign for their policy.

Expedite the binding process. Learn how to upload a signed signature bundle.

Place your Excess business with Coalition

In case you missed it, we now offer Excess capacity of up to $10M.

As an Excess customer, your client gets all of the benefits that come with being a Coalition policyholder, including our Cyber Risk Assessment and direct access to Coalition Control.

Please send Excess submissions to submissions@coalitioninc.com. Our team will get back to you with a prompt response.

Capitalize on our streamlined journey

Whether you’re starting out at the application stage, customizing quotes for your client, or preparing to bind an account — we’re here to make your life easier.

Experience Coalition’s newest product features and capitalize on our streamlined journey. Sign in to the broker platform now.