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Insurance firms need to provide their clients instant access to policy information for ensuring cordial broker-client relationships. And that is exactly what they can ensure with an online policy management software solution that gives them complete control over policy document management. These web-based policy software solutions help brokers to manage the documents conveniently while enabling the clients to access them with ease.
Setup of an online insurance management solution
Leading insurance policy management software solutions have a three-tier system. These three tiers are the admin, the broker and the client, all accessible via a private website (client portal). The admin user assigns broker and client users, both having different roles. While broker user has the authority to upload, edit and remove policy documents on the portal, the client users can only download their documents.
An instant messenger built-in to the portal is available for the clients to send their queries. As soon as they send a message on it, an email notification is sent to all the members of their team. As the messenger is accessible on handheld devices, it is really convenient for the team members to address client concerns. All they need to do is to use the reply option on the email notification, and the message gets updated on the messenger as well as the connected email accounts.
How this online solution benefits insurance brokers and their clients
Advantages to clients:
1. Access and download insurance documents from a specified online page
2. Assured safety of policy documents with state of the art security system
3. Ability to contact brokers and other team members through a built-in instant messenger
Advantages to brokers
1. Upload all insurance policy documents organized in a confidential library shared with the clients.
2. Invite unlimited number of clients and store unlimited policy documents.
Setup of an online insurance management solution
Leading insurance policy management software solutions have a three-tier system. These three tiers are the admin, the broker and the client, all accessible via a private website (client portal). The admin user assigns broker and client users, both having different roles. While broker user has the authority to upload, edit and remove policy documents on the portal, the client users can only download their documents.
An instant messenger built-in to the portal is available for the clients to send their queries. As soon as they send a message on it, an email notification is sent to all the members of their team. As the messenger is accessible on handheld devices, it is really convenient for the team members to address client concerns. All they need to do is to use the reply option on the email notification, and the message gets updated on the messenger as well as the connected email accounts.
How this online solution benefits insurance brokers and their clients
Advantages to clients:
1. Access and download insurance documents from a specified online page
2. Assured safety of policy documents with state of the art security system
3. Ability to contact brokers and other team members through a built-in instant messenger
Advantages to brokers
1. Upload all insurance policy documents organized in a confidential library shared with the clients.
2. Invite unlimited number of clients and store unlimited policy documents.
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