What You Have to Know


This text is a part of a sponsored sequence by Professional Insured.

In case you’re uninterested in bouncing between quoting portals, manually importing insurance coverage software varieties, and chasing underwriters for each submission-you’re not alone.

MGAs, carriers, and businesses are changing fragmented ranking instruments like Surefyre, ClarionDoor, and provider portals with RQB (Charge-Quote-Bind)a quoting platform constructed for pace, API entry, and post-bind automation.

Let’s break it down.

  1. Overview: What Every Platform Actually Does
Platform Designed For Limitation
Surefyre Submission consumption + workflows Handbook quoting, restricted carriers
ClarionDoor Service-led quote configuration Not MGA-centric, lacks bind workflows
Service Portals Direct market submission No multi-carrier logic, 1:1 entry
RQB MGA/provider quoting + bind Constructed for pace + handoff to BPO

RQB is the one one designed for MGAs managing a number of markets, carriers, and workflows-and pushing submissions immediately into ops.

  1. Key Comparability: Quoting & Workflow Integration
Characteristic RQB Surefyre ClarionDoor Service Portals
Multi-carrier quote engine Sure No Partial Separately
API-enabled quoting & bind Sure Restricted
E-mail/doc consumption Constructed-in AI OCR Handbook
Publish-bind execution help Through BPO or AMS
Rater + submission in a single Sure
Underwriter triggers / guidelines Sure Partial
  1. Actual-World Use Case: Multi-Service BOP Quote

Situation: An MGA receives a BOP submission with 3 requested provider markets.

With Surefyre or ClarionDoor:

  • Knowledge entered manually into 3 portals
  • No quote logic or binding from identical interface
  • No job created post-bind
  • Handbook quote monitoring spreadsheet

With RQB:

  • E-mail learn by way of AI → submission tagged as BOP
  • Required docs categorized by way of OCR
  • RQB identifies 3 eligible carriers primarily based on urge for food + LOB
  • Quotes pulled by way of API or submitted from identical display screen
  • Certain quote → AMS up to date → COI triggered
  1. Why MGAs Are Transferring to RQB
  • Much less double-entry: One submission, a number of markets
  • Sooner quoting: 5–10x extra quotes per CSR per day
  • Fewer errors: Quotes pushed on to carriers
  • Full integration: Binds push to AMS360, Epic, EI
  • Ops-ready: Publish-bind duties (like endorsements, COIs, audits) circulate robotically
  1. RQB vs “Only a Portal”
Space RQB Conventional Portal
Quoting Actual-time, multi-market One provider at a time
Submission consumption AI OCR & e mail routing Handbook add
Process project Auto-create post-bind Requires guide monitoring
BPO execution obtainable Sure No
Pace to cite 15–30 min 2–6 hours (or days)

Nonetheless utilizing Surefyre, ClarionDoor, or portals? RQB is constructed for quoting at scale.

Quote a number of carriers, bind, and automate downstream ops-all in a single stack.

Begin your quoting pilot with Selectsys.

Request Demo

FAQ

Do I would like to interchange my AMS to make use of RQB?

No. RQB works with AMS360, Epic, EI, or any AMS. It handles quoting and push-to-bind, then updates your system.

Can I configure carrier-specific guidelines in RQB?

Sure. Urge for food logic, underwriting flags, and LOB guidelines will be tailor-made per provider.

What strains of enterprise are supported?

WC, GL, BOP, Property, Auto, Cyber, Inland Marine, and extra.

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