Personal and Commercial Insurance with Utica National
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Utica National Insurance Personal and Commercial Insurance

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Utica National's Agency Automation Program

Take your independent agency to a higher level of productivity and improve customer service withReal Time logo our state-of-the-art automation offerings. Download daily policy activity to your agency management system, or upload new personal lines applications—it's all possible through Utica National's Agency Automation Program.

  • Commercial and Personal Lines Download - Keep track of daily policy activity by downloading to your agency management system. You'll have fast access to renewals, new business, policy changes, reinstatements and more. Utica currently downloads with all leading agency management systems.
  • Personal Lines Upload - Express Rate, Utica National's Quick Quote tool, provides you with the ability to run a full quote. In addition to all of the Quick Quote features, the full quote allows you to run credit, MVR and CLUE reports; rate, underwrite and tier your risk; prepare a proposal and application and upload an application.
  • Transformation Station - All Applied TAM, Vision and DORIS agents have access to website sign-on, policy inquiry, billing inquiry and claims inquiry through Transformation Station. Allowing direct access to your important client information on our secure site, @your.service, all without ever leaving your agency management system. A true time saver!
  • TransactNOW - Through this practical, real-time interface workflow, you may make policy, billing, and claims inquiries with Utica National without ever leaving your AFW, Prime, Sagitta or AMS360 agency management system.

To learn more about our Agency Automation Program and other benefits of representing Utica National contact our regional office nearest you!



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