United States
Canada (English)
United Kingdom
Ireland
Appetite agents can find
Agents check what Westfield wants to write before they spend time preparing a submission for the account.
Customer Story
Westfield Insurance meets agents inside their management systems
Agents find Westfield’s appetite and quote its commercial business without leaving the systems they already use.
Challenge
Agents expect to quote where they work
Westfield Insurance is focused on reducing friction in its agency experience. Some agents will always prefer to go straight to a carrier’s portal, but Westfield considers commercial quoting within agency management systems table stakes. Carriers that aren’t there risk missing new business and remarketing opportunities.
Westfield Center, OH
Headquarters
29 Years
As an Ivans Customer
Additional Info
Employees: 3,000+
Solutions
Solution
Appetite and quoting inside the agency’s system
Westfield uses Market Appetite and Commercial Distribution to give agents a direct way to find its appetite and quote commercial business within their agency management systems. Agents can see whether Westfield wants a risk and request a quote in the same place they manage their clients, while agents who prefer the Westfield portal can still use it.
How Applied helps
Westfield’s appetite and commercial quoting reach agents in the management systems they use daily, so Westfield is there when they choose markets.
Quotes in the agency system
Agents request Westfield quotes on commercial accounts from their own management system rather than a separate carrier portal.
Present at remarketing
When an account comes up for remarketing, Westfield is already one of the markets the agent can quote on the spot.
Results
Ready when agents place or remarket business
Being available inside agency management systems keeps Westfield in front of agents when they place new business and when they remarket existing accounts. It gives the carrier a way to work with agents on their terms.
Additional Resources
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Demo
Ask Kodiak
Ask Kodiak provides four essential techniques to communicate your set risk appetite, transform and enhance your commercial business, and ensure agents have the information they need to submit the risk you want to write.
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Podcast
The Rekeying Trap: Why Insurance Needs to Stop Making Agents Do the Same Work Twice | Luke Bills
Watch this podcast to explore how AI and automation can remove friction from insurance workflows.
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Agency-Carrier Connectivity
Fixing Submission Quality at Scale
Inconsistent submissions slow everyone down. Here's how carriers can align appetite, intake, and agency expectations to change that.
Read Now
Quote where agents already work
Talk with our team about putting your appetite and commercial quoting inside the agency management systems your agents use every day with Commercial Distribution.