Sales Portal Features
Broker/Agent
Transaction Capabilities
- Generate individual and small group quotes
- Submit large group information,
including previous claims experience for online underwriting
- Generate and distribute proposals electronically
- Initiate online enrollment
- Automatic renewals
- Comprehensive client/prospect management
- Monitor commissions
- Secure messaging with various departments
- Update license and contact information
- Reset passwords
- Generate reports simple, detailed (entity/date),
and summary
- Set automatic reminders of prospect anniversary dates and
renewals
Inquiry Capabilities
- View group payment history of sold accounts
- View commission payment status and history
- Search by product, plan, client, and prospect
- Download documents
- Group benefit information
- Service functions
Sales Portal Benefits
- Increase sales; up to 40% increase in quoting activity
- Ease of use translates to more brokers, generating more
quotes
- Shorter quote to enrollment time which improves cash flow
and increases revenue
- Improves carrier efficiency
- Frees up underwriters to work on larger and more complex
cases
- Allows you to instantly change your proposal template
to reflect carrier improvements, enhancements, new features
and products
- Enhanced sales reporting
- Track broker/agent sales by preferred industry, quote
to sales ratio, renewal/persistency ratio, geography
- Increase productivity and performance
- Online status of broker/agent commissions, client premiums
and bills empowers your sales force to monitor their clients.
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