The ENGAGE™ portal serves as a transaction hub. All order data is securely maintained and exposed to those users linked to a specific file. Each user (company level) can establish workflow rules and permissions specific to their organizational preferences.
1. Unique company and User architecture. Ability to associate user with multiple companies, with company specific roles and permissions.
2. Easy vendor invite and express user setup in 4 simple steps. One time company setup for Engage Platform. All orders from all companies aggregated in your database.
3. Separate workflow and service level agreements for each product.
• Appraisal
• Broker Price Opinion
• Inspections
4. Vendor recruiting- exposure to vendor public profile, license, E and O, coverage area, specialties, fee tables and samples.
5. Companies can send orders to approved vendors creating a parent child order relationship. Child order will mirror the Parent order. Vendor status changes will propagate to parent order in real time.
6. Mobile App available to all Engage service providers.
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