A recently developed insurance management software solution has taken the client-broker relationship to an all never level. This online software enables insurance companies to keep the brokers and clients updated. Providing real-time communication, the solution helps insurance companies and brokers to efficiently cater to their clients and build lasting relationships.
The cutting-edge online application makes the insurance process efficient in the following manner:
• Portal accessible to clients and brokers – Brokers are given an account to manage their clients, and the clients can access the portal (after user validation) to view insurance policy documents and relevant information.
• Brokers can upload/update policy documents – The broker assigned to a client account can upload the policy documents, and also edit, print, store and organize them. The clients can see these files as soon as they are uploaded. The portal has a search to view system which helps the brokers to view, edit, download and delete insurance policy documents.
• Instant messenger for effective communication – The clients and brokers can communicate via an in-built messenger. This convenient messenger enables sending and receiving of text inputs and files to and from the assigned user accounts.
• Accessibility of insurance policy – Client portals are accessible through the company website of the insurance provider. Apart from enabling brokers to access insurance policy in individual cases, it also helps them drive traffic and promote brand loyalty.
• Security of online transactions – SSL encryption backed by file storage from Amazon Simple Storage Service prevents data loss from malicious attacks or system errors.
The online insurance management software is a first of its kind as it has ushered in unmatched ease in broker-client communication.
The cutting-edge online application makes the insurance process efficient in the following manner:
• Portal accessible to clients and brokers – Brokers are given an account to manage their clients, and the clients can access the portal (after user validation) to view insurance policy documents and relevant information.
• Brokers can upload/update policy documents – The broker assigned to a client account can upload the policy documents, and also edit, print, store and organize them. The clients can see these files as soon as they are uploaded. The portal has a search to view system which helps the brokers to view, edit, download and delete insurance policy documents.
• Instant messenger for effective communication – The clients and brokers can communicate via an in-built messenger. This convenient messenger enables sending and receiving of text inputs and files to and from the assigned user accounts.
• Accessibility of insurance policy – Client portals are accessible through the company website of the insurance provider. Apart from enabling brokers to access insurance policy in individual cases, it also helps them drive traffic and promote brand loyalty.
• Security of online transactions – SSL encryption backed by file storage from Amazon Simple Storage Service prevents data loss from malicious attacks or system errors.
The online insurance management software is a first of its kind as it has ushered in unmatched ease in broker-client communication.
No comments:
Post a Comment