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Designed
with the MGA, MGU and Wholesale Insurance operation in mind, BrokerWorkz
allows you to truly use your web site as an integrated sales tool.
By enabling
the site with restricted access areas and interactive sales tools,
BrokerWorkz offers a flexible and customizable online sales, communications
and submission tracking solution that can be integrated with any new
or existing web site.
How
it Works!
The
web site is enabled with our user registration, management and restricted
access module and then can be customized with:
- Interactive
Online Applications - Single & Multi-Submit
- Integrated Company
Specific Applications for Binding
- Downloadable Applications
such as PDF and Word format
- Submission Tracking
Module (Agent - Broker - Carrier)
- Forum style notepad
where agent, broker and underwriter can discuss risk.
- Agent, Broker
and Underwriter Suspense Systems
- Underwriter Submission
Response and Remarks
- Specific Employee/CSR
Assignment by App Type or Agent
- Allow Agents To
Link To Your Applications direct From Their Web Site.
- Information Content
Development
- Customized Functions
Development
Click
here for BrokerWorkz Diagram
The result is a system
as that can be as basic as access to product information and downloadable
apps, to full submission generation and tracking as outlined below:
-
Agent
logs on and creates new submission record.
- Online application
is automatically, or via your approval, sent to you or multiple underwriters
via email. Not as an attachment, but in the format exactly as it
appears on the site.
-
Each
underwriter receiving the submission can log in an enter premium
indication, limits, forms, endorsements and remarks. Email is sent
to agent when new information is entered regarding the submission.
- Agent can print
exact company application for signatures and binding.
-
Agent
can log back in to submission record at anytime to review status
and details.
-
You
can monitor all activity in your administration area.
For
more information or to tour a site using BrokerWorkz please contact
us. |
