Congratulations! You landed a new account from a professional association but now you're faced with the daunting task of processing certificates for all their members. FLEX for Program Business™ takes the paperwork out of your program, group, and affinity business processing and lets you focus on what's really important—landing more accounts.

FLEX automates the rating, underwriting, and issuance of your insurance certificates while providing an excellent level of service and oversight. When it's time for renewals, you can notify members automatically. FLEX handles master policies, common renewal dates, prorated premiums, and extended reporting periods with ease.

FLEX for Program Business delivers an exceptional customer experience…

  • A branded or white-labelled user experience by program
  • An inexpensive and quick way to add new programs
  • Available in both English and French
  • Member information can be uploaded in bulk and members can be invited to purchase by email automatically
  • Members can complete their certificate purchase in under 10 minutes

…while providing you with the control you need:

  • Master policies with certificates, one-off policies, or tenants' and users' liability insurance programs (TULIPs)
  • Single-line policies or multiline packages
  • Automated transaction workflows with underwriting referrals based on predefined rules
  • Flexible and consistent rating with sophisticated underwriting algorithms
  • Overrides for quoted premiums and fees, application responses, endorsements, limits, and deductibles
  • Real-time metrics and reports

Our customers are currently using FLEX for Program Business for:

  • Accident and Sickness Insurance Brokers
  • Accident Investigators
  • Accounting Temps
  • Acoustic Consultants
  • Acupuncturists
  • Aircraft Owners
  • Agricultural Consultants
  • Arbitrators
  • Animal Masseuses
  • Aquaculture Consultants
  • Arbourists
  • Athletic Therapists
  • Bailiffs
  • Boat and Ship Brokers
  • Bookkeepers
  • Branding Agents/Consultants
  • Business Advisors
  • Business Analysts
  • Business Consultants
  • Career Counsellors/Advisors
  • Cartographers
  • Clerical Service Providers
  • Commercial and Residential Property Appraisers
  • Computer Programmers
  • Computer Software Customisers
  • Computer Software Developers
  • Concierge Service Providers
  • Conference and Exhibition Organisers
  • Copywriters
  • Corporate Trainers
  • Data Analysts
  • Data Processors
  • Decorators
  • Desktop Publishers
  • Dietitians
  • Education Consultants
  • Employment Agents
  • Employment Consultants
  • Energy Assessors
  • Energy Consultants
  • Ergonomics Consultants
  • Event Planners
  • Executive Recruiters
  • Exhibition Designers
  • Fashion Designers
  • Feng Shui Consultants
  • Fire Protection and Safety Consultants
  • Financial Advisors
  • First Aid Instructors
  • Forensic Analysts
  • Forensic Scientists
  • Forestry Consultants
  • Fuel Efficiency Consultants
  • Garden Designers
  • Graphic Designers
  • Graphologists
  • Health and Safety Practitioners
  • Home Organizers
  • Home Stagers
  • Interior Designers
  • Interpreters
  • IT Contractors
  • Jewellery Consultants
  • Jewellery Designers
  • Life Coaches
  • Life Insurance Brokers
  • Linguistic Consultants
  • Management Consultants
  • Market Researchers
  • Marketing Consultants
  • Massage Therapists
  • Mediators
  • Meeting Planners
  • Mutual Fund Representatives
  • Noise and Vibration Consultants
  • Nurses
  • Paralegals
  • Personal Assistants
  • Pharmacists
  • Photographers
  • Physician Assistants
  • Physiotherapists
  • Piano Tuners
  • Pilots
  • Planning Consultants
  • Polygraph Operators
  • Printing Consultants
  • Private Investigators
  • Probate Service Providers
  • Product Designers
  • Project Managers
  • Property & Casualty Insurance Brokers
  • Public Relations Officers
  • Publicity Managers
  • Recruitment Agents
  • Regulatory Consultants
  • Rehabilitation Therapy Professionals
  • Relocation Agents
  • Safety Consultants
  • Safety Trainers
  • Secretarial Service Providers
  • Statisticians
  • Swimming and Lifeguard Instructors
  • Tax Preparers
  • Technology Consultants
  • Telecommunication Consultants
  • Theatre Agents
  • Theatre Lighting Consultants
  • Ticket Agents
  • Tour Guides
  • Traditional Chinese Medicine Practitioners
  • Traffic Consultants
  • Translators
  • Travel Agents
  • Videographers
  • Virtual Assistants
  • Web Marketing Consultants
  • Website Designers
  • Wedding and Event Planners
  • Workplace Performance and Learning Professionals
  • Yoga Instructors
To request a demo of FLEX, please fill out the request form below and we'll get back to you within 24h to schedule a presentation.
Request a demo