Sales Operations

Contract Management

Insurance carrier organizations need to maintain contracts for distributors and producers for their services on behalf of the carrier. Managing contracts and other essential documents for all producers and distributors is challenging. Additionally, carriers need to make these documents readily accessible to producers and distributors. The Contract Management application from Optymyze enables carrier organizations to create a central repository of contracts and associated documents. Carriers are now able to track changes, approve, and provide producers and distributors with visibility into essential documents.

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