Thursday, September 26, 2013

With the help of online insurance management software, brokerage firms enjoy some distinct advantages. By managing their operations using such a system, insurance companies are not only able to ensure that their clients stay loyal, but can also promote their brand. As the link for accessing client portal is provided on the company’s website, it generates more visitor traffic. Thus, Insurance companies can expect an increase in their web traffic by using an online solution to manage and access general insurance policy documents.

How the online solution works

To provide online access of insurance documents to clients, the insurance company needs to purchase a client portal. Three types of user accounts are set up on the portal - administrator user, broker user and client user. These users have the following roles in this set up:

• Administrator user – This user assigns the client portal for a particular policy and also registers client and broker users.

• Broker user – Uploads, edits and removes the insurance documents based on policy requirements and client requests.

• Client user - Can access general insurance documents uploaded by broker to get information about policy terms and communicate using an instant messenger.

After the admin user has set up accounts for broker and client users, the brokers can upload relevant documents and use the instant messenger to communicate with the clients. The messenger provides an integrated message board that enables the team to communicate conveniently. Whenever a message is posted on the board, an email notification is sent to all users. The concerned user can simply respond on the message received.

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