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In order to stand out in the industry and become a better insurance provider, it is important for an insurance agency to use innovative methods of customer service. Today, insurance brokers are expected to keep their clients updated on their insurance policy documents, and provide relevant information they need. There are numerous innovative ways of providing exceptional customer service but insurance policy management software solution is getting incredible attention due to the benefits it provides to both insurance brokers and clients.
By using comprehensive policy management software, brokers get a distinct advantage over their competitors that are not using the solution. This software helps clients get individualized service and provides brokers an opportunity to respond to customer queries in real time, which makes the overall management and experience better.
How Insurance Policy Management Software Solutions Work:
Most insurance document management software solutions entail three authority levels – administrator, broker and client.
• Administrator (employer in a brokerage agency) creates user accounts for brokers and clients, and links their accounts to provide better insurance policy management
• Brokers get the authority to create, modify and remove policy documents of their clients
• Clients can view and download their policy documents and remain updated
If used by an insurance agency, insurance document management application may take the broker-client relationship to an all-new level. Brokers get the facility of insurance document storage, which helps them organize and share insurance policies easily, and provides clients anytime, anywhere access to their documents and every other information related to their policies.
In case of any query, the clients may post a message on the instant messenger board and the brokers managing their account will receive an instant e-mail. The benefit of such software is that they are easily accessible through handheld devices such as iPads and smartphones, which means that the brokers can respond to the client queries in real time. Thus, it is a win-win situation for both.
Key Features
• Client Portal – This is an extra net on which the entire application runs. The employer of an insurance brokerage firm needs to pay for this.
• Security and Storage – SSL encryption and Single File Storage facility ensure information security.
• Customized Look - User view on the portal can be customized to feature the brokerage’s logo or that of the client’s brand.
• Entirely Web-Based – Most online insurance management policy solutions can be used on a subscription basis. This means that the users will not need to install any hardware or maintain a server.
Summing up, using a credible insurance policy management software solution can help the brokers improve their customer service.
By using comprehensive policy management software, brokers get a distinct advantage over their competitors that are not using the solution. This software helps clients get individualized service and provides brokers an opportunity to respond to customer queries in real time, which makes the overall management and experience better.
How Insurance Policy Management Software Solutions Work:
Most insurance document management software solutions entail three authority levels – administrator, broker and client.
• Administrator (employer in a brokerage agency) creates user accounts for brokers and clients, and links their accounts to provide better insurance policy management
• Brokers get the authority to create, modify and remove policy documents of their clients
• Clients can view and download their policy documents and remain updated
If used by an insurance agency, insurance document management application may take the broker-client relationship to an all-new level. Brokers get the facility of insurance document storage, which helps them organize and share insurance policies easily, and provides clients anytime, anywhere access to their documents and every other information related to their policies.
In case of any query, the clients may post a message on the instant messenger board and the brokers managing their account will receive an instant e-mail. The benefit of such software is that they are easily accessible through handheld devices such as iPads and smartphones, which means that the brokers can respond to the client queries in real time. Thus, it is a win-win situation for both.
Key Features
• Client Portal – This is an extra net on which the entire application runs. The employer of an insurance brokerage firm needs to pay for this.
• Security and Storage – SSL encryption and Single File Storage facility ensure information security.
• Customized Look - User view on the portal can be customized to feature the brokerage’s logo or that of the client’s brand.
• Entirely Web-Based – Most online insurance management policy solutions can be used on a subscription basis. This means that the users will not need to install any hardware or maintain a server.
Summing up, using a credible insurance policy management software solution can help the brokers improve their customer service.
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