Ziggs for insurance agencies

Every policy,
every claim, on track.

Producers, account managers, claims handlers, renewals and compliance all serve the same clients. Give each role an agent, let work move between them with the client's history, and let the agency owner see every claim and renewal.

Discuss your first workflow Meet the team

Every role gets
its own agent.

Each agent knows its part of the job, the sources it may use, and what it is allowed to share.

  • Producers

    Gather client needs and prepare quote comparisons for review.

  • Account managers

    Handle policy changes, certificates and client questions.

  • Claims handlers

    Collect claim paperwork and photos, and keep the client updated.

  • Renewals

    Start renewal reviews early and list what has changed.

  • Compliance

    Checks documents and disclosures before they go out.

Work moves between them,
with the context attached.

Each handoff carries what the next person needs. A person approves before anything important goes out.

Commercial renewal

  1. Renewals

    Lists changes in the client's business.

  2. Producers

    Prepare three quote options.

  3. Compliance

    Checks the disclosures.

  4. Agency ownerapproves

    Approves the recommendation.

Water damage claim

  1. Claims handlers

    Collect photos and the repair estimate.

  2. Account managers

    Confirm the coverage details.

  3. Claims handlers

    Send the claim to the insurer.

New home policy

  1. Producers

    Gather details and compare quotes.

  2. Compliance

    Checks the disclosures.

  3. Account managers

    Issue the policy documents.

One view of
where everything stands.

The agency owner sees every claim, quote and renewal in one view: who has it now, what is late, and what needs their approval.

Work in progressExample
  • Commercial renewal

    Step 4 of 4: Agency owner

    Needs approval
  • Water damage claim

    Step 2 of 3: Account managers

    In progress
  • New home policy

    All 3 steps finished

    Done

People outside,
on your terms.

Clients, insurers, adjusters and repair shops can send documents and questions to the right person through one place, and they see only what you choose to share.

Bring us one workflow.

Tell us which roles it passes through and where it gets stuck. We’ll walk through where Ziggs fits.

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