Bulletin
October 15, 2025
New Features Now Available in ProducerEngage
Western National recently launched our new agency system, ProducerEngage, and we are continuously evaluating and improving the system. We are excited to share that the following new features are now available in ProducerEngage, which are designed to enhance your experience and improve quote turnaround time.
Application Upload – This new feature allows you to upload your customer’s commercial ACORD applications into ProducerEngage where the policyholder information will be populated into the system. More details are available in this training video.
Commercial Auto Schedule Upload – This new feature allows you to upload an Excel spreadsheet with your customer’s auto fleet information into ProducerEngage where it will be automatically populated for ease of quoting. Please note that this feature requires the use of a specific Excel template that is available to download from ProducerEngage. More details are available in this training video.
Loss Runs Upload – This new feature allows you to upload competitor loss runs into ProducerEngage. More details are available in this training video.
Online Agency Bill Payments – This new feature allows your agency’s accounting contact that is recorded in our system to pay the agency bill statement online. Please note that this is only applicable for Guidewire policies issued in our new system. All legacy policy invoices will still require a check payment. More details are available in this training document.
Quote Proposal – This new feature allows you to present and send a comprehensive Western National quote that combines all lines of business for your customer. This includes a summary page, along with a detailed quote for each line of business that you select. More details are available in this training video.
We’re confident these enhancements will significantly improve your experience working with Western National, and we look forward to sharing more enhancements in the future.
Thank you for your continued partnership in support of our mutual policyholders. If you have any questions, please contact your Regional Agency Manager.
