PBA Navigation
Powered by Agile is an online platform providing brokers a simple way to instantly quote and bind policies 24 hours a day, 365 days a year
The navigation has been simplified to help you quote and bind policies with ease.
1. Dashboard
The dashboard will show your latest 10 policies and your latest 10 quotes.
2. Quotes
Lists all your quotes and allows you to search by a range of parameters and filter by dates.
3. Renewals
Allows you to manage your up and coming renewals.
4. Require Authorisation
Lists all of your quotes that are pending review by an underwriter.
5. Policies
Lists all your policies and allows you to search by a range of parameters and filter by dates.
6. Products
Lists all the products you have access to on the platform.
7. Claims
How to help direct customers when it’s time to make a claim.
8. Create a quote
The shortcut menu to create a quote for each product.
When you’re ready
If you have any questions about Powered by Agile, simply email support@withagile.com