ValueMomentum Unveils Major Update to its DealFoundry Agent Portal Solution

DealFoundry V2.5.0 offers speedier quoting, improved quote submission quality, speed to market, and superior new engagement and collaboration features.

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Piscataway, NJ

ValueMomentum, Inc., a software and services provider to the insurance and the broader financial services industry, announced today the immediate availability of the enhanced version of its DealFoundry agent portal solution. Designed to help agent-ease-of-doing business, DealFoundry V2.5.0 offers speedier quoting, improved quote submission quality, speed to market, and superior new engagement and collaboration features.

DealFoundry’s new out-of-the-box commercial lines templates help carriers quote for new lines of business while easily keeping existing lines of business refreshed. The latest release leverages new, low cost integrations to prefill quoting screens, thereby reducing keystrokes and improving submission quality. The new DealFoundry release also reduces the need for agent rekeying of data by providing support for upload ACORD forms.

The highlights of new capabilities offered with version V2.5.0 include:

  • Leveraging web APIs to prefill business details such as addresses and co-ordinates, and providing a map view of business locations
  • Intuitive workflow that prefills risk information based on business address
  • ACORD application generation to help agents streamline the quoting process to meet customer demands
  • Support for uploading ACORD application forms for reduced keystrokes and time savings
  • HTML 5.0 technology to provide a superior user experience
  • Refreshed out-of-the-box templates for most commercial lines

“ValueMomentum is delivering to meet our customers’ changing needs by enhancing our already proven agent portal solution,” said Jim Carlucci, Vice President, Insurance at ValueMomentum. “The new version of DealFoundry enables agents to better serve today’s always-connected, digital customer and helps the agent focus more on selling and less on learning, navigating and keying-rekeying.” DealFoundry™ is a next generation solution that enables insurers to work collaboratively with agents, helping them to drive submission quality and quote business faster.

About ValueMomentum

ValueMomentum provides software & services to insurance, banking, capital markets and health payer firms. Customers choose ValueMomentum due to the company’s track record for delivering high value to drive momentum to customers’ business initiatives. ValueMomentum accomplishes this by applying a time-tested formula of combining strong technology expertise with deep industry experience. ValueMomentum’s software for insurance carriers includes iFoundry™ Rating Engine, iFoundry™ Product Lifecycle Management and DealFoundry™ Agent Portal.

Media Contact:
North America:
Abhijeet Jhaveri,
ValueMomentum, Inc.
Tel.: +1 (908) 755-0370
Email: ajhaveri@valuemomentum.com
For more information visit https://www.valuemomentum.com