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Online account status gives agents and policyholders immediate access to their personal
account any time of the day or night. Coupled with online payment options
and the option to hold a cancellation for that last minute payment - both the agent
and the insured have the tools they need to keep the account current.
With a web-based insurance policy quoting system, pricing models can be created
and distributed immediately. Interest rate changes can be reflected in the pricing immediately. New brokers
can be given quoting capabilities immediately. Similarly, quoting privileges
for terminated brokers can be revoked immediately. Client-based (i.e. Windows)
software systems are no match for web-based solutions
Properly implemented, an internet-based system provides an immediately look into
production numbers and other critical portfolio data such as cancellation, portfolio
concentration, etc…. Sales representatives are no longer blind to their
statistics during the month. They can and should check their numbers daily
if not more often. In this way, everyone responsible for growth will have
their hand on the pulse of the organization.
Click on a link below to see our web-based services and software help your clients
and sales team service their accounts
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