Insuredsuite | Carrier

Carrier Resources

Carrier

Insurers of all kinds: Health, life, dental, auto, business, pets, accidents, specialized. to mention

Know about our Services for Carriers

• You can edit what each of your customers see, what products are available, what availability is in each state, among others.

• Open, create and maintain commercial accounts for potential clients.

• HR MODULE: Fill the vacancies you have in the administrative area, get that much-needed supervisor, Offer your services as an advisor, know who is the most trained in the area you need, have more brokers, new vendors.

Help your human resources staff do their job faster and more efficiently, hiring, requesting requirements, completing documents, registering for benefits and having everything available at a single click, not only the information of each employee but also regarding payments , vacations, discounts, disabilities and everything that may be related to them.

It is you who determines what types of insurance providers your employees can choose when it comes to insurance covered by the company; Buy commercial insurance such as General Liability, Commercial Owner Policy (BOP), Professional Liability, Error and Omission, and more: Get the type of coverage you are looking for 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 safely by having a whole HR platform integrated and interconnected with each other.

• Team Chat & Communication: Chat with your employees, it has never been easier to maintain active and secure communication with their employees, Create chats for each area separately, reach consensus without having to meet in person, especially on topics that do not have that rush. You can write directly to whomever you want without having to wait for someone else to notify you of what you want, not only to give them homework, but also for congratulatory messages when doing it in person is difficult.

• Webinar & Video Conferencing: Conduct Training, meetings, conferences with your collaborators, without thinking about what space to use or that the boardroom is full. Share your screen, annotate videos, send documents, and do a lot more like you're in a physical gathering environment.

Make business meetings, present service proposals, dedicate time to each possible user without having to travel long distances and generating the same confidence as if you did, show the potential that you have as a provider and gain loyalty from your customers by seeking to provide them with facilities.

• PBX/ VOIP Phone System: Do you need a telephone customer service center? want a support center? a telephone sales center? Through the PBX you can have your own telephone exchange, make calls offering services, receive calls from your clients and assist them, you can direct incoming calls in an orderly manner through an IVR, you can send calls to extensions or connect calls to your personal phone if you are away from the office.

• Emailer Campaign & Email Servers: We are in the digital age, people prefer to check their emails before receiving a call, send emails offering their products, send discount coupons to their most frequent customers, notify their entire staff of the latest news, from Get to know your portfolio, send samples of your work, expand your work team and the scope of your company by sending job offers.

• SMS: You can also communicate all kinds of things 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, for just mention some.

• HDD Cloud Space with Office Suite: Send contracts, letters of recommendation, requests, certificates and any type of document that you require from your employees, indicating what you require of them, be it signatures, information that is not in your database, comments.

Edit and view real-time changes to different documents you work with on your team of advisors, or review the documents to send to your next client without being sent to them.

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.

• Management: Product Manage your products to your liking, create new products, modify existing, delete obsolete, all that according their need and in real time, reducing update times on the market.

• Managing Demographics: Check the type of population that could have access to information about different products, decide what kind of population is the target of certain services, obtain information about the different processes of your company based on customer type , take measurements of objectives, among others.

• The document management requirements: Check the type of documentation required for certain situation,ones get only what you need without having to spend time on explanations.

• Managing agents and Agency: Know what types of services sold through qeu agencies, know that agents are more effective, or that agencies have greater success in marketing their products, have control over every person working with their products .

• The management API and access: API ctualice the operator if the company has its own api rest; If the API does not exist, we will offer the REST API if it generates and loads tables / Actuaries. Have the option of creating your own insurance provider appraiser through the load tables or XML

• Management for web support portal for agents and consumers:Decide what type of support provide consumers, what kind of resources use, when to use them and others.

• And much more