InsuranceExpert

Patriot Technology Solutions delivers high-quality, cost-effective, end-to-end insurance software to the property & casualty market. Patriot Technology Solutions InsuranceExpert™, Patriot Technology Solutions' advanced insurance software suite, uses the latest Microsoft .NET technologies to provide secure, scalable, interoperable, and highly configurable solutions that support a wide variety of insurance business processes. The web-based user interface was designed specifically for insurance professionals and leverages the latest trends in usability, visual design, and human factors engineering.

Offered via innovative, needs-based license plans, InsuranceExpert solutions enable property & casualty carriers and agencies to streamline, standardize, and efficiently manage their day-to-day activities.

Features of InsuranceExpert include:

  • Multi-Company Support – Supports multiple underwriting and claims processing companies
  • One-Stop Agency Portal – Provides easy and consistent access to prospects, applications, quotes, policies, commissions, renewals, cancellations, and claims summaries
  • Comprehensive policy lifecycle management (including out-of-sequence endorsements)
  • Highly configurable, rules-based underwriting engine
  • Integrated document and workflow management
  • Premium and service billing management
  • Robust claims management with 50-state EDI and reporting compliance
  • Business Rules Engine
  • Reporting and Job/Task Management Engine
  • Customer, Claimant and Business Partner Portals
  • Real-time business analytics and enterprise reporting
  • Reinsurance management

The Patriot Technology Solutions InsuranceExpert™ platform consists of five modules: QuoteExpert, PolicyExpert, BillingExpert, ClaimsExpert, and ReinsuranceExpert that are designed with the needs of property & casualty stakeholders in mind.

Carriers, MGAs/MGUs, TPAs, and self-insured's/municipalities can implement the full suite of InsuranceExpert modules, or they can implement modules individually and interface with existing solutions based on need. This state-of-the-art modular approach provides custom-matched functionality that:

  • Increases speed-to-market
  • Provides better support for the agent distribution network
  • Increases operational efficiencies
  • Increases customer acquisition and retention
  • Improves claims handling
  • Reduces ongoing cost of ownership
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