Digitize, manage, and automate your agency to maximize your sales!

 

Manage your policies and clients efficiently.

  • Centralize all the crucial information of your agency.

  • With our platform, you can securely and organizedly store all the files and documents for policy management.

  • Each member of your team has the ability to contribute and access this shared database. They can upload new files, update information, and collaborate on specific projects. This facilitates internal collaboration and ensures that everyone is working with the most updated information.

Manage and administer contract requests.

  • With a carefully organized digital portfolio, you'll have easy access to all the necessary legal documents to request and manage various contracts.

  • In addition to streamlining document management, our platform provides the convenience of generating automatic email responses. This means that all parties involved can stay updated on the progress of their requests and any changes in the status of their contracts.

  • Trinityhub is designed to ensure that every agent has access to all the necessary information to efficiently handle their requests. By preventing setbacks in management, we can streamline processes and enhance your team's productivity.

 
 

Ticket Creation and Management..

  • Your agents will be able to submit commission claims quickly and easily through our platform.

  • The Backoffice staff will efficiently handle all requests using advanced tools, allowing us to manage and process claims in a timely and effective manner.

  • To keep everyone updated on the status of the claims, our system generates automatic email notifications. This ensures clear and transparent communication among all involved parties, resulting in a smooth and satisfactory experience for all platform users.

Track the processes of your agency.

Policies 100%
contract applications 90%
Tickets 75%
Agents 55%

Contact

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Location:

4700 Millenia Blvd 500 Orlando, FL 32839

Call:

+1 (656) 204-0571