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Web-based policy manager software enables brokers to store, organize and share policies and other documents with their clients who can access and maintain them in a confidential library. Such an online application does not require installation of additional infrastructure or even a standalone software solution to function. Apart from helping insurance brokerage firms improve efficiency, this online tool also helps in improving brand loyalty.
Following are the key features of web-enabled insurance policy management software:
• Client portal – It is an electronic gateway to provide access to policy documents archived in a secure library. The employer or a senior employee of the brokerage firm is the admin of this portal. Admin users hold the authority to designate broker users and client users.
• Upload of policy documents – Designated broker users have the authority to upload, edit, store and organize insurance documents, while the clients can view and download them. Besides secure storage of policy documents in a password protected library, clients get the benefit of getting insurance schedules and premiums in an excel format.
• Accessibility – The client portal is accessible from the brokerage firm’s website. It can be accessed via personal computers as well as handheld devices after user validation. The mobility feature enables brokers to respond to client queries instantly.
• Security – SSL encryption and Amazon Simple Storage System ensure complete safety of the policy documents stored in the portal’s confidential library.
• Instant messenger – An instant messenger is integrated into the portal to facilitate communication between brokers and their clients. The brokers can respond to client queries instantly as the messenger is accessible via mobile devices as well.
In short, web-enabled insurance policy management software with the features given above takes broker-client relationship to an all new level, promising a win-win situation for both the parties.
Following are the key features of web-enabled insurance policy management software:
• Client portal – It is an electronic gateway to provide access to policy documents archived in a secure library. The employer or a senior employee of the brokerage firm is the admin of this portal. Admin users hold the authority to designate broker users and client users.
• Upload of policy documents – Designated broker users have the authority to upload, edit, store and organize insurance documents, while the clients can view and download them. Besides secure storage of policy documents in a password protected library, clients get the benefit of getting insurance schedules and premiums in an excel format.
• Accessibility – The client portal is accessible from the brokerage firm’s website. It can be accessed via personal computers as well as handheld devices after user validation. The mobility feature enables brokers to respond to client queries instantly.
• Security – SSL encryption and Amazon Simple Storage System ensure complete safety of the policy documents stored in the portal’s confidential library.
• Instant messenger – An instant messenger is integrated into the portal to facilitate communication between brokers and their clients. The brokers can respond to client queries instantly as the messenger is accessible via mobile devices as well.
In short, web-enabled insurance policy management software with the features given above takes broker-client relationship to an all new level, promising a win-win situation for both the parties.
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