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Monthly Title Review
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| Title
- NaviSys Front Office |
| Author
- NaviSys |
|
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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| - BrokerageBuilder |
| BrokerageBuilder
Description |
BrokerageBuilder is a powerful data management tool built exclusively for the benefits industry by Zywaves own experienced benefits brokers.
While most agency management systems don’t meet the needs of benefits brokers, BrokerageBuilder can solve countless client and prospect information challenges that you face every day.
It generates world-class RFPs and proposals while helping you store and manage your critical client data. What’s more, it provides sales and commission tracking capabilities, and integrates seamlessly with other applications.
With BrokerageBuilder you can:
Integrate with your other Zywave applications as well as Microsoft Outlook and your existing agency management system – New!
Provide HIPAA-related security functionality for RFPs through
e-mail encryption – New!
Customize your workflows – New!
Generate world-class, client ready proposals in seconds
– Updated!
Store and manage data regardless of format – Updated!
Provide full sales and commission tracking and reporting
– Updated!
Build a number of HRconnection portals for key clients in minutes
Maintain historical data for all coverage lines
Send customized RFPs to all your carriers with one button
Construct Proposals & RFPs - Boost Efficiency & Client Service
BrokerageBuilder lets you create uniform, professional and visually appealing RFPs, proposals, and renewals quickly and efficiently. And unlike similar systems, it will fit into your agency’s existing workflows and requires no carrier compliance. |
| - BrokerageBuilder
Download |
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