Technology Updates: What’s New and What’s to Come

The Doctors Company is committed to improving your ease of doing business with us and helping you service your clients and manage your agency/brokerage efficiently. To support this endeavor, we are excited to announce new features and enhancements in our portal platforms, and inform you about some of what’s to come in the next phase of improving the portal experience for you and your clients.

Agent Dashboard in the Agent/Broker Portal

In September, we launched a new dashboard in the Agent/Broker Portal to make submitting new business and servicing your existing book of business faster and more efficient.

The dashboard is intuitive and consolidates key data—such as submission status, your list of upcoming renewals and cancellations, expiring policies, and policy transactions—into a single, easy-to-navigate user interface. This enhanced tool enables you to be agile and make faster, more informed decisions, reduce time spent searching for information, and act on service-related tasks quicker.

Key features of the agent dashboard include:

• Fewer clicks, more action: Immediately access urgent items like policies canceled for non-pay, payments due, and expiring policies in just one click—all from the banner on your homepage. You will be able to take quick action on your clients’ policy needs, such as make a payment, download documents like a certificate of insurance, and contact an underwriter about a submission.
• Streamlined navigation: Conveniently use the updated left-hand menu to jump straight to Start New Quote, My Quotes, or My Submissions screens. 
• Smarter search: Easily customize your table view, search different data views and policies within those views, and change the date/time range with a new search tool. 
• Performance boost: Promptly get more done with less waiting with enhanced portal speeds and responsiveness.
• Quick links: Instantly obtain news updates and information to keep you connected with one-click access to My Team at The Doctors Company, Important Resources, and The Agent’s Advocate. 

For more in-depth information about using your new dashboard, we have a user guide available; or if you prefer, you can sign up for regularly scheduled live training during office hours. If you cannot attend the scheduled training, you can also request personalized training for your agency/brokerage at a different time. 

If you have questions about the agent dashboard, contact Agency Support at agencysupport@thedoctors.com or call (800) 421-2368, extension 1391.

APC and Dental Platform Enhancements

We listened to agent/broker feedback regarding the digital application experience and lead referrals for advanced practice clinicians (APCs) and dentists and have made numerous platform enhancements to improve the user experience, cycle times, and conversion outcomes.

New enhancements of these platforms include:

• Streamlined application process: Steps have been simplified to promote faster completion, such as the transition from three individual legal acknowledgements to a single, consolidated acknowledgement.
• Modernized payment process: The payment workflow now allows users to conveniently submit payments prior to establishing a Member Portal profile.
• Editable imported CAQH data: Agents and brokers can now easily update fields imported from the Council for Affordable Quality Healthcare (CAQH), such as the city, state, and ZIP code.
• Better messaging for referrals and declinations: Clearer and more consistent messaging has been established to help articulate the reasons for underwriting referrals or application declinations, enabling better communication with your clients.
• Redefined workflow for declined submissions: Applications identified as ineligible are flagged as early as possible to minimize unnecessary effort for applicants.
• Platform performance optimization: System processing speed and stability have been improved.
• Save-and-exit functionality: Applicants have the ability to save their progress and return to the application at their convenience.
• Simplified signature process: Users may now complete the signature requirement by entering their full name, eliminating the former multistep process.

These updates to the APC and dental portal platforms are intended to increase application completion rates, reduce drop-offs, and provide clearer guidance for users whose applications cannot proceed.

Coming in Fourth Quarter 2025

• Ivans electronic documents delivered to compatible agency management systems and available for download
• Day-two transactions for most solo and group policies in the Agent/Broker Portal
• Express application/submission
• Expanded and enhanced payment methods

All of these portal enhancements are a direct reflection of the voice of our agents and brokers who provide us with suggestions for how we can improve our platforms. We are grateful to have you as our trusted business partners, and we welcome your ongoing feedback so we can continue to build more features and lead medical malpractice insurance into the digital future.