Cloud for Insurance Agents & Brokers

CLOUD COMPUTING

Cloud computing is the delivery of computing as a service rather than a product.  Shared resources, software, and information are provided to computers and other devices on-demand.  Using the cloud gives your company complete access to services and data 24 hours a day, 365 days per year. 

CLOUD COMPUTING FOR INSURANCE AGENTS

With traditional technologies, insurers are challenged with developing a single point of contact for agents and their customers.  Microsoft Office 365 eliminates that challenge by introducing a new way to connect and a better way to serve the customer.

Insurance agents and brokers now have access to the insurance systems they need – whenever and wherever they need them – leading to improved flexibility and faster results.

BENEFIT HIGHLIGHTS

  • Manage and share policies, documents, and/or reports amongst multiple agents.
  • Review, submit, and finalize claim requests using Office 365’s familiar applications.
  • Unify customer data, enabling customer-centricity with simplified and centralized document management.
  • Enhanced communication and collaboration helps employees stay focused in or out of the office.
  • Instantly share policies, claim information and schedules to stay up to date.
  • Access documents from virtually anywhere at any time.
  • Secure encrypted emails, document storage, and video conferencing.

 COMMUNICATION WITH CLIENTS

Communication and accessibility are of the utmost importance to your clients.  Office 365 has made it easier than ever to stay in touch with customers and their files.

Working remotely or in the office, Office 365 enables you to quickly store, retrieve and track documents while automating much of the work flow involved in generating such files.  You’ll have more time to serve the needs of your current clientele as well as cultivate prospective customers. 

REINVENT CUSTOMER SERVICE

  • Speed up customer quotes and follow ups with managed documents and files.
  • Spend less time searching for documents and focus more on  fast, prompt customer service.
  • Access customer information and documents in the office or from a remote location.
  • Assist clients better with access to their information faster.