As the insurance industry continues to evolve, modern independent agencies need affordable access to cutting-edge technology to stay competitive and thrive.
Easy-to-follow data helps you better manage your sales process and unlock new revenue opportunities
Get a complete overview of your agency’s customers and carriers through our intuitive mobile app
Our comparative rater delivers multiple quotes from our wide panel of carrier partners in minutes
Our members-only reports, updated daily, enable you to stay informed on all upcoming renewals, opportunities for account-rounding and win-backs, retention and carrier revenue insights, and more. Observe your agency’s key metrics changing over time, or dive into the details to take action.
Scroll through and flag revenue opportunities, set goals, monitor performance, set reminders and alert your team to take action on specific accounts. For the first time, your agency is at your fingertips.
With our ever-expanding list of carrier partners and assistance from our expert placement team, you can secure the ideal markets for your commercial lines submissions faster than ever before. Get quotes from multiple carriers through our comparative rater without logging in to multiple websites. Your business clients deserve speed, convenience and choice: with Portico, your agency can deliver.
Connect your agency management system to our powerful email marketing tool to strategically reach out to your customers and help your staff improve account rounding, retention, and win-backs.
New software and technology tools are helpful, but your agency can’t get the most out of them without proper training from experienced pros. Renaissance provides hands-on training and helpdesk support for both your management system as well as our proprietary tools, along with group discount rates on agency management systems.
“I’d been trying to get meaningful data out of our CMS for years. It’s definitely one of the biggest benefits of the Renaissance relationship.”