Agent and Broker Portals

BIRT enables agents and brokers to create individual views of reports

Actuate BIRT applications for agent, broker and insurance carriers deliver online tools that streamline the selling process and allow quick and easy analysis of accounts, freeing agents to focus on growing revenues.

Portals built using BIRT technology provide a personalized user experience and allow users to easily access information and perform aggregation and analysis in a zero training environment. On-demand views drive productivity and enable agents and brokers to:
  • Access a consolidated view across claims, agents and customer service levels to identify issues and respond to them quickly
  • View portfolios and commissions online through personalized dashboards
  • Assess real-time policy, account status, on-demand reporting and assets
  • Interactively analyze information
  • Employ customer aggregation, profitability projection, and demographic trending 

Featured financial services customers

Actuate countes 19 of the 21 financial services firms in the Fortune 100 as customers. Click here to view a complete list of financial services customers.

Want to learn more?

For more information about Actuate financial services solutions, please contact an Actuate expert at 1-800-449-3804 (US & Canada) or click here.  You can also contact one of our offices worldwide.