Engage for Insurance

Distributor Relationship Management

Make distributor relationship management a competitive differentiator with this out-of-the-box module that provides a comprehensive platform for real visibility into distributor performance.

• Performance management: Get a clear understanding of distributor performance including hit ratios, loss ratios, net promoter scores, agency surveys, and more
• Agency enablement: Maximize the value of your agency relationships by engaging the right agency at the right time with planning tools, interaction journals, and an agency portal
• Analytics and reporting: Drill down into your business data and gain deeper insights into agency segmentation, policy management, and performance of your products
• Licensing management: Manage agencies and agent licenses proactively with tools that include automatic alerts for license expiration and automated license management tasks

Risk Management & Automation

Automate and organize risk assessment-related activities, including pre-quote surveys, loss prevention surveys, and claims review visits with this out-of-the-box solution.

• Pre-quote surveys: Capture and manage all the pre-quote information to accurately assess risks and to price accordingly
• Claims review visits: Maximize the value of your agency relationships by engaging the right agency at the right time with planning tools, interaction journals, and an agency portal
• Workflow automation: Streamline activities through auto-notifications for activities such as claims reviews, agency visits, and other activities that are critical to the insurance lifecycle
• Analytics and reporting: Dashboard reporting to promote visibility and accountability of key performance indicators throughout the organization

Direct Channel Management

This out-of-the-box offering give sales, marketing, and service people the support they need to build a robust and efficient direct channel, track every detail from lead to premium, and more effectively monitor the ROI of marketing campaigns.

• Performance management: Gain unprecedented visibility into direct channel performance to better manage metrics like hit ratios, loss ratios, and customer satisfaction
• Member and policy lifecycle management: Manage the member and policy lifecycle from prospect to issuance and beyond
• Underwriting workload management: Better track and manage applications and submissions as they move through the department
• Sales management: Transform sales with streamlined management of leads and prospects by territory and product line
• Member management: Gain a 360-degree view of members and policies so you can provide superior customer experiences to your members

Producer Productivity

Unleash producer productivity by giving them access to customer information, data analysis and reporting, and activity management, whether on the desktop or through a smartphone or tablet.

• Producer portal: Give brokers or agencies one portal to access the information and guidance they need, including self-help capabilities
• Office productivity: Get alerts, renew policies, manage communications, communicate with members, and view performance dashboards using familiar Microsoft Office tools
• Mobility: Empower agents with a platform for mobile productivity and onsite sales that gives them access to customer information and sales collateral

Policy integration toolbox
Unite service applications, best practices, and telephony enablement in a consolidated agent desktop that helps speed resolution and provide personalized service.