Communications Services

Electronic mail lets you send time-sensitive information to your agents in a cost-effective way. Messages can be reviewed, replied to and even saved in user-created folders. Tremendous cost and time savings are documented for this service.

We can offer both standard electronic mail, integrated with our system, and a secure email option using the Netscape client and server.

Forums

Our forums let you open a dialogue with and between your agents on topics such as sales ideas, commissions and contests.

Detailed Information on Downloads

Provide product information, rates, illustration software and promotional flyers. Through this format, we can provide all materials involved in marketing products, with the possible exception of colour brochures. This can give substantial time and cost savings in product introductions.

Marketing Material Download

Provide sales ideas, marketing campaigns complete with pre-approved letters and scripts, marketing conduct guide, and administrative procedures. Ensures agent compliance in materials disseminated and cost savings in regulatory matters. Also provides detailed automated track for agents to use in sales with ability to get feedback on campaign performance.

Forms Distribution Download

Agents can download and print forms through the Internet using Adobe Acrobat software. This saves agents time, by getting them the forms they need, when they need it. It also ensures that agents will have up to date forms, without the cost and administration associated with a hard copy form inventory.

Underwriting Tables

Transfer information about underwriting requirements for products and their coverage, including age and face value-specific requirements. This gives the agent a leg up on the underwriting process, and lets the insurance company book the business more quickly and efficiently.

Sale-Specific Information

On-demand inquiries to the insurance company's client/server system concerning in force business or a regular download when information changes on policies. Such information should include plan name, face amount, dates, insureds, coverage, premium, financial Pending Policy Data Download

Supplies agents, agencies and field offices with current information concerning pending busienss, including policy and underwriting requirement status. The agency/field office can search the downloaded information by a variety of search criteria. The user may view information at any level of detail desired. This information accelerates the closure of new business by providing agencies and field offices with a continuously updated electronic to-do list.

Commission Download

The commission download provides the agent with commission information about existing or new business between the company and agency. It also provides updates on incentive contest status, making their progress towards goals show dynamically.

Commission downloads are particularly helpful in spotting commissions the agent should have received but didn't - missed payments on periodic business and missed 1035 exchanges. This can help him retain business, and insure that the company gets all the money to which it's entitled.

Agent Upload

Transfer information about licenses, contracts and other relevent agent data. Provides timely transfer of current and correct information to maximize business potential as well as ensuring that commission checks get sent to the right address.

Application Upload

Transfer information about new business applications. The agent is able to expedite the applications process by entering the information directly, and the insurance company is able to processs and book the resulting new business more quickly.