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The development of online solutions for managing insurance policy documents has taken the broker-client relationship to an all new level. Such solutions provide a user-friendly, web-based portal for both brokers and clients. The solution enables brokers to organize and share the documents online, while the clients have the freedom view and download the same. This helps insurance companies to maintain complete transparency with their clients, and enable the brokers with an efficient tool to manage their clients’ insurance policy documents.
The following are some of the key features of an online insurance policy management solution.
• Storage and sharing – Brokers can store, organize, and share their clients’ insurance policy documents online. The documents can be accessed from an archive in a secure library.
• Download documents –Insurance documents can be viewed and downloaded anytime from the ‘polices summary page’.
• Unlimited users – Administrators of the client portals can create unlimited number of client and broker accounts. Thus, countless policies can be managed using the solution.
• Document security – State of the art SSL encryption and Amazon File Storage service to ensure the security of documents.
• Notifications – An instant messenger to keep the brokers and clients updated. Notifications are sent via email whenever documents or comments are posted through the messenger.
Online insurance policy management solutions offer secure online storage, effective management of insurance policy documents, and real time communication. Such solutions not only improve efficiency but also help improve the brand image of the insurance company, as the users are required to access the portal through the company’s website. Whether the need is to manage individual policy documents or business insurance policy documents, online management solutions are the new norm in the insurance business.
The following are some of the key features of an online insurance policy management solution.
• Storage and sharing – Brokers can store, organize, and share their clients’ insurance policy documents online. The documents can be accessed from an archive in a secure library.
• Download documents –Insurance documents can be viewed and downloaded anytime from the ‘polices summary page’.
• Unlimited users – Administrators of the client portals can create unlimited number of client and broker accounts. Thus, countless policies can be managed using the solution.
• Document security – State of the art SSL encryption and Amazon File Storage service to ensure the security of documents.
• Notifications – An instant messenger to keep the brokers and clients updated. Notifications are sent via email whenever documents or comments are posted through the messenger.
Online insurance policy management solutions offer secure online storage, effective management of insurance policy documents, and real time communication. Such solutions not only improve efficiency but also help improve the brand image of the insurance company, as the users are required to access the portal through the company’s website. Whether the need is to manage individual policy documents or business insurance policy documents, online management solutions are the new norm in the insurance business.
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