Wholesalers

Insurance wholesalers are a vital channel for insurance product development and distribution, serving the needs of both retail agencies and insurance carriers. Wholesalers specialize in coverage solutions for challenging risks, and relationships and responsiveness are keys to their success.

As specialized intermediaries connecting retail agencies and carriers, wholesale brokers have unique requirements for their management systems. As wholesalers work with carrier partners to help retail agencies obtain coverage for their clients – often on difficult-to-place risks – rapid response is a critical need. Dyad enables wholesalers to manage all their business processes and the entire policy lifecycle, including submission, quoting, binding, and issuance, as well as billing and commissioning, With agent relationship management, automation, and third-party integration tools built-in, including agent and insured access portals, Dyad helps wholesalers enhance their relationships and better manage their business to future-proof growth.

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