Empower agents
Give agents insight in their portfolio. Allow your agents to easily make changes, report claims, or download policy documents. Data is updated in real-time.
Give insight into the claims process and status
Allow your agents to quickly and easily report a claim themselves. They can track the progress of the claim online, ensuring they are always up-to-date with the status. This allows them to provide immediate feedback to the end customer.
Determine what the agent can handle independently
Whether it’s applying for a policy, making changes, downloading policy documents, or reporting claims, you decide what the agent can handle on their own. Permissions and actions can be fully customized to your preferences.
Save time and work more efficiently
Achieve significant efficiency gains by giving agents direct insight into their portfolios. By delegating management tasks to agents, your teams will spend less time on routine calls and emails.