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Monthly Title Review
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| Title
- NaviSys Front Office |
| Author
- NaviSys |
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Short Description
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| Offers
unmatched customer sales experience to producers, policyholders
and home office staff alike. As a provider, you can also look
forward to streamlining your sales and service, completing illustrations,
quotations and applications quickly, closing sales in record
time, and building lasting customer relationships. |
| NaviSys Front Office Download |
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| - Agent Intelligence |
| Agent Intelligence
Description |
Agent Intelligence is an internet based management solution that incorporates a subset of tools that simplify the administration of the insurance business on separate but related levels.
This solution provides:
Backend administration of the business by the agency – entering,
searching, updating policies administering outstandings, creating new
users on the system, provides an instant messaging feature used to
communicate with all agents and managers and produces reports
used to manage the business based on the policies and agent
information entered.
Backend management tools for a manager to track the progress of
the agents assigned to him in the system.
Front end tools specifically designed to track an agents business –
tracking prospects, maintaining a client address book, cross marketing
to increase sales of other products, automatic client birthday
reminders, centralized policy outstanding notification with instant
messaging features to communicate results back to the home office,
integrated marketing that merge to an agents specific client address
book eliminating the need to use Microsoft Word to perform a mail
merge…etc.
Printable documents – resources an agent might need on the road.
Full agent contact manager. |
| - Agent Intelligence
Download |
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