The Assurance Group has invested heavily in world-class technology to enhance the efficiency, productivity and success of our agents. From start to finish, TAG’s proprietary web portal delivers effective agency management tools critical to your success.

Through our web portal, agents can:

  • Appoint quickly and easily with carriers through TAG’s e-signature contracting process.
  • View consolidated commission statements. Commissions and renewals are available in one convenient statement.
  • Receive and manage leads and call lists.
  • Track pending cases. No need to go to multiple carrier websites to manage your business.
  • Use our robust reporting capability to manage client data.
  • Accurately track sales trends, agent productivity and paid cases when managing a sales team.
Other technology TAG has created to enhance agent and sales team productivity includes:
  • TAG’s agent resource website for self-directed training, video instruction, access carrier forms, applications, sales material, rate calculators and more.
  • Quoting and case submission tools whether you are using a desk top, lap top, iPad or smart phone.
  • Instant chat and personalized email to quickly and efficiently communicate with home office sales support personnel.