Their is no question, the fastest way for an agency to realize increased productivity and return on investment in a website is by providing substantial on-line customer service information and tools.

CSRWorkz is a Dynamic Service Module that provides an interactive and more intuitive service experience for the customer. It was designed to create a "logical" workflow for online agency customer service and replaces more than 20 "stand alone customer service forms."

When the customer comes to the page they are asked to first see if carrier they are insured with provides direct access, online or via phone to solve their request. The agency has the ability to not only list phone numbers and links for the carrier, but to provide the customer with specific instructions on what to do and/or expect in the event of a claim, billing, customer service, certificates or proof of insurance and more.

Since each carrier has different procedures and different online tools, it not only tells the customer who to call or where to click, it also answers the "what will happen or what if" types of questions. For example, some carriers you may only refer customers for claims and the agency handles everything else, thus you then pass them through to the customer service forms available or perhaps your contact page.

If the carrier information does not fulfill the customers request, they can then proceed with CSRWorkz to provide the information needed to complete their request. CSRWorkz handles:

• General Questions, Inquiries and Feedback
• Billing and Payment Inquiries
• Direct The Customer To Pay Online if Available
• Policy Changes - Vehicles
• Policy Changes - Drivers
• Policy Changes - Locations
• Policy Changes - Schedule Items
• Policy Changes - Mortgagee, Loss Pay and Lessors
• Policy Changes - Change of Address
• Policy Cancellations
• Policy Reinstatements
• Document Request - ID Cards
• Document Request - Certificate of Insurance
• Document Request - Insurance Binder
• Request Call Backs and Schedule Appointments
• Request Change of Agent (BOR)
• Report Claims - Auto
• Report Claims - Property
• Report Claims - Liability
• Report Claims - Work comp
• And More

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CSRWorkz adds great value to your agency website and is discounted in our AgencyWorkz Package. Not an InsuranceWorkz Customer? No Problem! CSRWorkz Stand Alone $59 Monthly