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Agency / Agent
You are an insurance broker agency or are an insurance agent professional.
Get to know our Agency / Agent Services.
• Our company agency management system allows you to edit what each of your customers see, what carrier & products are available, what demographic availability is in each state, city or county.
•Open, create, manage and maintain customer, LOA agent, LOA broker agencies, and business accounts to manage all of your business shareholder.
• HR MODULE: Use our HR module to run your insurance business benefit directly with your AMS, use it to fill vacancies, run self-assesment, delegate tasks. Offer your services as an advisor, know who is the most trained in the area you need, have more brokers, new vendors, and/or provide HR benefit services to your business customers in one location.
Help your human resources staff do their job faster and more efficiently, hiring, requesting requirements, completing osha documents, registering for selective benefits, manage employee payroll , time-off, vacations, company remittance, 401k, and more.
As an insurance professional it is your broker agency who determines what types of insurance carrier employees can choose when it comes to insurance benefits covered by the company. Assist your employee buy property & casualty category insurance such as General Liability, Commercial Owner Policy (BOP), Professional Liability, Error and Omission, and more: Get business coverage without having to go out and search for different companies, we help you to have price comparisons according to the coverages it requires.
Simplify your life, accelerate your growth with our HR platform integrated and interconnected with our other B2B services & gain economies of scale for explosive growth.
• Team Chat & Communication Chat with employees. Create chats for each area separately, reach consensus without having to meet in person, manage access, and room sharing possibilities. All of your employees can write directly to all members in your Team Chat instance, stop coordinating for availability when an in-person meeting is difficult. Never feel alone working from home, get support every minute of the day from company workers.
• Webinar & Video Conferencing: Conduct Training, Video meetings, conferences with your collaborators, without thinking about what space to use or if the room is full. Share screen, annotate videos, send documents, and do a lot more like you're in a physical gathering environment.
Establish business meetings without having an account, present service proposals, dedicate time to each customer by providing less friction doing business with your insurance entity.
As an agent competition is wide assist your clients faster, quicker and efficiently personalized your service to show you care for their business.
• PBX/ VOIP Phone System: Do you need a telephone customer service suite center? Want a support suite center? Need a telephone call center sales suite? Through our PBX service company can have its own telephone exchange, make calls offering services, receive calls from your clients, direct incoming calls in an orderly manner through an IVR, send calls to extensions or connect calls to your personal phone if you are away from the office. Offer your services automatically with pre-recorded phone messages, increase your range by making more than 300 calls per hour with automation. As an Agent, you can have your own extension, without the need for a physical line, you can connect calls to your phone and take care of your clients from anywhere, calling them from the work line and not from your personal line.
• Emailer Campaign & Email Servers: We are in the digital age, people prefer to check their emails before receiving a call, send emails offering products, send discount coupons to company most frequent customers, notify entire staff of the latest news, send samples of your work generate excitement, expand your work team and offer automatic job offers via the email, gain economies of scales to exponantially grow your insurance business in this post COVID era.
Reminder your entire business book of payment dates, coverages, missing documents, change requirements, just to name a few examples.
• SMS: Personalize company communication through text messages, on any scale, whether it is offering a job, requesting recommendations for a supplier, notifying changes in company policies, congratulations on birthdays, or reminders for recurring payments.
• HDD Cloud Space with Office Suite: Send contracts, letters of recommendation, requests, certificates and any type of document that you require from your employees.
Help your clients know what your company requires of them, fill out application forms, collaborate, attach requirements, send copies of contracts, save photos that carrier require sometimes of insurable asset, create public link, user management
Have a backup of every document that is generated in the company at any scale, decide who can access, modify, download or send each one.
• Chat with your customer. We know that writing is easier than speaking in some cases, your clients may prefer to chat with you and your advisers than waiting for hours on the phone.
• Assign new locations
• Provide access to sub-agents supervising.
• Manage the production of sub-agents: Control the agent in charge, make sure that they achieved what company ask of them.
• Get leads distributed through the broker module: Run report, commissions statement, quote price, benefit management, price rate manegement.
• And much more
Microservices
We have a partner platform to offer insurance services, you can also access those services.
Would you like to quote the insurance that is of your interest?
