Simple and Easy Workflow:
From the minute an agent quotes a customer on a policy, the process is set in motion and thoroughly logged. A quote could start when a customer calls in and is curious but doesn’t want to make a purchase immediately. If you can’t close the sale right now, set a callback and keep your quoted policy waiting in the system for you to continue.
So your customer is interested, you get their credit card information, and the deal is closed. What now? Hit the sale button and keep making sales! Your sale has already been queued for verification. Let them take it from there. Check back on your Dashboard to make sure they closed your deal!
WIt’s up to the verifier to take over the policy and handle the next step before the submit tertakes over. Record your verifications with our VOIP system and have your recording automatically attach itself to the lead, and redundantly backup to our secure Amazon S3 server. We can even record all calls to comply with medicare sales regulations!
All the information received from the customer is submitted to the carrier. The submitter will then enter an effective date (if it’s not immediate) given to them by the carrier before setting the policy as submitted. Once submitted, this policy will become active on the effective date and the system will monitor for when the policy comes up for renewal. Weeven offer custom integrations with carriers that allow for third party integration.*