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
  • 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:

  • Accounting Temps
  • Acupuncturists
  • Arbitrators
  • Athletic Therapists
  • Bookkeepers
  • Chartered Professional Accountants
  • Commercial and Residential Property Appraisers
  • Dieticians
  • First Aid Instructors
  • Health and Safety Practitioners
  • Insurance Brokers
  • Management Consultants
  • Massage Therapists
  • Mediators
  • Pharmacists
  • Physiotherapists
  • Rehabilitation Therapy Professionals
  • Social Workers
  • Swimming and Lifeguard Instructors
  • Traditional Chinese Medicine Practitioners
  • 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.