Retail Agent / Insured Portal

Retail Agent

Envoy's Retail Portal puts quote submissions in the hands of insureds and retail agents.  Through Envoy's integration with the HeraldAPI, insureds are presented with a dynamic quote application with a real time set of coverage and risk questions required to return a quote. With a single URL, producers can collect quote submissions from their public facing sites or embed a link to the Retail Portal in emails to invite insureds to complete a quote application.

Optimized for Consumers

The Retail Portal has a consumer friendly, optimized UI for quickly collecting the minimal set of coverage and risk information required to generate quotes. Eliminate the back and forth of email. Reduce phone calls.

Validate Insured Submissions

The Envoy Insured Retail Portal validates information provided by the Insureds in real time to assure the quality of information sent to carriers for quoting.

Quote Comparison

Insureds are presented with quote options for review, including coverages details associated with a quote. Clicking 'Request to Bind' alerts Producers of quotes insureds wish to bind.

Email Notifications

After completing a quote submission, Insureds receive an email with a link to their quotes.