The Cover Power
And when the perfect deal is chosen just hit the “book” button so the agent could contact to you by email for the payment details.
A corporate information system in CRM format which provides the most efficient interaction between broker and insurance agents.
It includes mechanisms for managing the workflow and has functionality that ensures the performance of all necessary operations for both the insurance agent and the broker.
It includes mechanisms for managing the workflow and has functionality that ensures the performance of all necessary operations for both the insurance agent and the broker.
How
it works?
it works?
Insurance policies issuing
01
The policy issuing is presented in the form of a wizard and so working with a large amount of data will not get the agent confused in the process. And a clearly worked out dependence between the values of the fields intended for entering information allows the agent to avoid mistakes.
Convenient storage of drafts, projects and issued policies.
02
The storage of of drafts and projects with all the necessary information within makes it possible to quickly get a clear idea of the data needed for policy issuing as well as it’s easy to send this information to the client (to clarify the data client provided earlier or to send him a commercial proposal).
Issued policies stored in the system also help the agent not to miss the expiring policy renewal date, and is useful in case of force majeure, when the client needs to issue a new policy based on the data used in an old one.
Issued policies stored in the system also help the agent not to miss the expiring policy renewal date, and is useful in case of force majeure, when the client needs to issue a new policy based on the data used in an old one.
Regulation
of monetary relations between agent and broker
of monetary relations between agent and broker
03
The system provides the opportunity for an agent not only to pay online, but also to pay from his own “online wallet”, which consists of agent’s accumulated commission payouts, the deposit agent owns and the obligo allowed by the broker to this agent.
If the agent has not realized the accumulated commission payouts for the payment of policies, the system provides convenient functionality for setting up the preferred method of withdrawing money, as well as it optimizes the process of regular payment by a broker to his agents by aggregating the agents into agent groups.
If the agent has not realized the accumulated commission payouts for the payment of policies, the system provides convenient functionality for setting up the preferred method of withdrawing money, as well as it optimizes the process of regular payment by a broker to his agents by aggregating the agents into agent groups.
Clients list with detailed information
04
All policyholders, as well as the persons featured in its policy details, are stored in the system.
The “client card” ensures that agents can easily find out all the necessary information about the policyholder such as:
The “client card” ensures that agents can easily find out all the necessary information about the policyholder such as:
a list of policies he own
work processes with his policies
persons who are featured in the details of existing policies
the amount of commission payouts earned by working with the client
access to email correspondence with a specific client
data on client’s existing insurance cases
work processes with his policies
persons who are featured in the details of existing policies
the amount of commission payouts earned by working with the client
access to email correspondence with a specific client
data on client’s existing insurance cases
Convenient format for monitoring employee actions
05
Both the broker in relation to the agencies and the agency's owner in relation to the employees get:
an easy way to monitor the actions taken on the policy issuing
filtering mechanisms to estimate their productivity
the ability to control a particular agency’s or employee's access to specific information.
filtering mechanisms to estimate their productivity
the ability to control a particular agency’s or employee's access to specific information.
Clear and intelligible notification system
06
A system of alerts and reminders is implemented both for the agent who performs daily work tasks and broker who has too keep an eye on the agencies working process, which makes both of them know in time that the data has been confirmed, the payment was successful, or there’s less than a day left to renew the policy with an outgoing validity.
