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Monthly Title Review
Title - NaviSys Front Office
Author - NaviSys

Short Description

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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- Allenbrook PhoenixDirect
Allenbrook PhoenixDirect Description
Allenbrooks PhoenixDirect is one of several new offerings in the Phoenix Family of comprehensive insurance policy management solutions.

 

PhoenixDirect responds to your business needs by enabling your agents, partners and remote workers access to mission critical Phoenix policy data 24x7 via a simple Web connection.

Meeting Demands for Data
Insurance carriers today are flooded by requests from agents to provide them with access to their systems. In order to stay competitive you need to open your systems to agents who want to execute insurance transactions, report losses electronically, and perform policy, claims and billing inquiries.

There is an additional need for carrier systems to interface with third party information such as Motor Vehicle Reports and credit scores to speed transactions, reduce errors, and better serve clients. In some cases, your internal staff may even need web-enabled access; this is particularly beneficial for remote workers (i.e., field claim representatives, marketing representatives). Its all about customer service—whether internal or external.

PhoenixDirect resolves P&C carriers greatest data sharing challenges in a single application. Our solution fills your business need by enabling agents, trusted partners, and/or internal staff to perform a number of key functions via the Web—including Quick Quote. Additionally, PhoenixDirect eliminates the need for data re-entry, while the systems use of a single rating engine will put an end to long maintenance hours and premium discrepancies between you and your agents.

PhoenixDirect Benefits:
One Rating Engine
Easy and efficient system maintenance - only one set of rates/rules/forms for you to maintain
Faster time to market - only one rating engine to build

User-friendly interface
You customize the look, navigation and choices available to agents
Views and choices can differ between agents and company users
Seamless log-in to the quoting, from your companys web site
Intuitive - no training needed
24x7 system availability via a simple Web connection with no special software or hardware requirements

Easy to quote
Easy to find recent activity - clients or quotes
Minimal data required to quote - enter only whats needed to generate a premium
Full data required only when agent wants to submit or to issue a policy

Incorporates your eligibility and underwriting guidelines
You can require agents to answer eligibility questions early in the quoting process - with either a warning message or a hard stop
When the agent submits their information, answers to additional underwriting questions can be required

Efficient and effective
Quotes can easily be transitioned to policies - with no re-entry; reducing your expenses
No clerical errors due to re-entry - resulting in less checking and re-work for both you and your agents
No premium discrepancies to struggle with - the single rating engine ensures that everyone on the system gets the same results
Youll have improved customer service and reduced call volume to your call center, as agents and/or policyholders are provided direct access to information in real-time
- Allenbrook PhoenixDirect Download
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