
Attvest
Curated by SignalInsurance agency management suite optimizing operations for insurance brokers.
Overview
Attvest functions as an insurance agency management suite, offering solutions designed to improve the operations of insurance agencies. The platform includes features such as customer relationship management (CRM) systems, policy management, billing, and claims processing, which aim to create a more efficient workflow from initial client engagement to policy renewal. Attvest targets insurance brokers and provides advanced analytics tools that offer insights into client data and industry trends. The company also offers premium funding solutions, merchant cash advances, and payment gateways, catering to the needs of over 600 active brokers in Australia. The platform emphasizes automation and secure data management to assist agencies in maintaining professionalism and trust while promoting business growth.
Key facts
- Founded
- 2014
- Headquarters
- Eight Mile Plains, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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