CalNonprofits Insurance Services

2020 Insurtech Award Winner!

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CalNonprofits Insurance Services is the 2020 InsurTech Award Winner!

CalNonrofits Insurance Services is proud and excited to announce that we are the 2020 Insurtech Award Winner! The InsurTech Award is given annually by ePayPolicy. Applicants are independent insurance agencies that adopt InsurTech solutions in new ways that help make their business more successful. CalNonprofits Insurance Services was chosen out of 165 applicants as the award winner, because we stood out with our forward-looking and integrated technology solutions. In addition, a laser focus on the nonprofit niche also helped us win this award. We are constantly looking for ways to help our staff serve our clients better and faster – it is all about the customer experience.

Technology Solutions Adopted

In the past four years, we have changed every bit of hardware and software we use in our quest to provide information to you exactly the way you want to consume it. We have automated many manual processes and we are always working to improve.

Some of the tools we have implemented to improve our customer service helped us win this award –

  • Connect 24/7 Client Portal and Mobile Application – obtain policy documents and detail information, auto ID cards, certificates of insurance and other insurance related documents. You can pay some of your bills online through our integration with ePayPolicy. Online payment is available for all agency billed property/casualty premiums – where we send you an invoice. We are working with our technology providers to integrate with carrier direct billing portals to further streamline our capabilities.
  • eApplications – we implemented Indio to greatly improve our ability to collect the information we need to get you the best coverage at the best price. Our online electronic applications are easy to complete and sign – even from a mobile device.
  • DocuSign – DocuSign is fully integrated with our brokerage administration system to ensure you documents are easy to sign and return – even from a mobile device.
  • Ease – Our online enrollment portal will help you manage your employee benefits program enrollments and terminations
  • ThinkHR – Your HR Risk Management solution – live HR advisors and information at your fingertips! ThinkHR includes a robust Learning Management System to streamline your onboarding and training.
  • Backend systems – We have several integrated solutions to make sure anyone on our team can help you as quickly and completely as possible.

Providing the Best Service Possible

As the 2020 InsurTech Award Winner, CalNonprofits Insurance Services is always looking for how we can do something better and/or faster. We want to find those technology solutions that help us provide the best service possible to California’s nonprofits.

Award Announcements

EPayPolicy Blog: 2020 InsurTech Award Winners

Hear our CEO, Colleen Lazanich, accept the award announcement and talk about why we think technology is important to our customers:

About the Author

  • Founded in 1984 as a subsidiary of the California Association of Nonprofits (CalNonprofits), CalNonprofits Insurance Services was established during a time of diminishing insurance options for nonprofits. One of the driving reasons for establishing the association was to use the collective influence of the sector to secure more stable and quality insurance. We have developed, and are known for, our wide spectrum of services reflecting expertise in both the insurance and nonprofit sectors, our superior customer service, and our development of exclusive insurance products, including a highly successful dental and vision trust. We insure more than 1,200 nonprofit organizations throughout California and we are the only California brokerage specializing in insurance for nonprofits. Our clients range from newly established nonprofits all the way to venerable organizations with multiple locations statewide.

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