Thursday, October 24, 2013

Thanks to the development of online document storage solutions, insurance firms are now able to provide a safe and convenient platform for their clients to access their policy documents.  For this, insurance companies use a client portal to setup user accounts for brokers and clients. The employer of the brokerage gets complete control over this portal, which includes online document storage and providing secured access to the clients. These online solutions have a three-tier user authority set up.

Three-tier online solution for policy management

The providers of such online solutions provide an extra-net for the client and brokers, called the client portal. Three user levels are created on such a portal for sharing policy documents and relevant information to clients. These include:

1. Broker Administrator – This user is generally a senior employee of the brokerage company who purchases the client portal and enrolls client and broker users.

2. Broker User – This user is an employee of a brokerage who is assigned the task of creating, editing and removing policy documents.

3. Client User – With this user profile, clients of an insurance company can view propriety content, download documents and communicate using an integrated instant messenger.

An account team is assigned for every client portal and every user of the client portal who is a part of the account management team.

How clients benefit from this set up

Insurance policy holders get the following benefits from such an online insurance application:

• Anytime, anywhere access and download of insurance policy documents from an online page

• Assurance of policy document safety with standard SSL encryption and Amazon File Storage System

• Integrated messenger to get instant response from brokers and other members of the team managing the account

Clients of an insurance brokerage firm are able to view and download their policy documents and clear their doubts immediately by using the instant messenger. Just what they hope from their policy provider!

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