
It’s time to LOVE your umbrella placement process!


Monoline is empowering Agents with more time.
Welcome to the modern age of personal umbrella placements.
Streamlined Personal Umbrella Quote Generation
Monoline’s unique advantage is that you can effortlessly generate quotes for multiple coverage levels so you can present your clients with clear options.
- User-friendly interface (really!)
- Understand qualification requirements upfront, prior to completing the quote process
- Single-point data entry
- Instant e-sign applications
- Same-day underwriting response
- E&O prevention assistance (system helps avoid gaps in coverage)
- Resulting in fast, accurate quotes for your clients!

Create a New Quote from an Existing Policy Document with QuoteAssist
Speed matters in personal lines insurance, and Monoline’s QuoteAssist brings unmatched efficiency to your quoting process. Designed to simplify workflows, this feature allows you to generate a new quote directly from an existing policy document in just moments. No manual re-entry, no unnecessary delays. Just seamless precision every step of the way.
- Generate new quotes from existing policies in seconds
- Just upload the document, and QuoteAssist takes care of the rest
- Advanced automation minimizes manual input errors
- Perfectly aligns with your everyday processes
- Backed by Monoline’s reliable customer service team

Quick Client Document Sharing So You Can Bind Policies Faster
At Monoline, we know that speed and efficiency are essential for your success. That’s why the Monoline platform streamlines the process of quoting and binding policies. With just a few clicks, you can generate Pricing Option and Proposal PDFs that are ready to share with your clients instantly.
- Automatically generate PDFs for pricing and proposals
- Share documents with your clients in seconds
- Designed for simplicity and clarity, no technical expertise required
- Build trust with clients by delivering precise and professional documents
- Reduce the back-and-forth, allowing you to finalize policies quickly
- Ensure accuracy with auto-filled policy details pulled directly from your system
- Enhance client experience with polished, easy-to-read proposal documents

Online Payment Processing
Managing payments shouldn’t slow you down. Monoline’s secure, seamless payment processing makes it easy for clients to pay on time, keeping policies active without unnecessary delays. With multiple payment options, automated reminders, and real-time tracking, you can reduce missed payments and streamline your workflow so you can focus on what matters most.
- Secure, seamless transactions for hassle-free policy payments
- Multiple payment options to fit your clients' needs
- Automated reminders to reduce missed payments and lapses
- Real-time payment tracking for complete transparency
- Fast, reliable processing to keep policies active without delays

Real-time Endorsements and Automated Policy Renewals
Keeping policies up to date should be effortless. Monoline enables real-time endorsements and automated renewals, reducing manual work and eliminating delays. Make policy changes instantly, ensuring accuracy and transparency for both you and your clients. With automated renewals, you can maintain continuous coverage without the back-and-forth, freeing up time to focus on growth.
- Make policy changes instantly with real-time endorsements
- Reduce manual work and ensure accuracy across every update
- Automate renewals to maintain seamless coverage for clients
- Minimize delays and administrative tasks with a streamlined process
- Keep your focus on growth while Monoline handles the details

Download Monoline Into Your AMS Via API Integrations
Seamlessly connect Monoline with your Agency Management System to keep your workflows efficient and organized. Our API integrations enable instant data syncing, eliminating the need for manual entry and ensuring accuracy across your systems. With Monoline embedded directly into your AMS, you can quote, bind, and manage policies without disruption.
- Sync data instantly between Monoline and your AMS
- Compatible with Ivans Download
- Eliminate manual entry and reduce errors
- Access quotes, policies, and endorsements within your existing system
- Improve efficiency with a fully integrated workflow
- Keep your team focused on clients instead of administrative tasks

Robust Search and Reporting Capabilities
Easily access the information you need without the hassle. Monoline’s advanced search tools let you quickly find quotes, policies, and endorsements, while built-in commission reporting keeps your financials organized. Stay efficient, retrieve key details in seconds, and keep track of commissions with ease.
- Instantly search for quotes, policies, and endorsements
- Retrieve client and policy details without extra steps
- Generate commission reports to track earnings and payouts
- Reduce time spent searching and focus on serving clients
- Stay organized with a system designed for efficiency

Real Human Support (our favorite feature!)
Technology should make your job easier, but when you need help, nothing beats real human support. Monoline’s team is here to provide expert guidance, answer your questions, and ensure you get the most out of our platform. Whether it’s troubleshooting, training, or just a quick check-in, we’re always ready to help.
- Get direct support from knowledgeable insurance professionals
- Quick responses to keep your workflow running smoothly
- Personalized guidance to help you maximize Monoline’s features
- No chatbots, just real people ready to assist
- A support team that values your time and success



Got Questions?

Switching Made Easy
If your existing personal umbrella carrier…
- makes quoting & binding policies a headache
- unnecessarily complicates the application process
- frustrates you and your clients by denying coverage after an extensive application process
- makes you wait days, or even weeks, for an underwriting response
- uses outdated software and methods, making you look unprofessional to your clients
…it may be time to switch. Fortunately, Monoline makes switching easy.
Our SimpleSwitch book roll program is your strategy for thriving in challenging times. It’s not just about easing the load; we’re here to transform your business into a more efficient, robust powerhouse.































































Get to know the Monoline Policy.
A competitive, highly-rated, monoline personal umbrella policy that…
- Sits on top of any underlying insurance policies of carriers with B+ or better rating
- $1M to $5M limits with an optional $1M UM/UIM
- Competitive premiums – maximum protection at accessible rates
We thrive when you thrive.
A technology company that puts people first…
- We are your agents’ ally
- We are Account Executives just like you
- Exceptional support when you need it
