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An online insurance management system enables brokers to store policy documents online, which can be accessed by the clients after user validation. The solution makes policy data management a whole lot easier by assigning dedicated accounts for broker administrators, the broker users and the clients. The company professionals in charge of the brokers get administrator accounts whereas the brokers get broker accounts that allow them create and modify policy documents. The administrator users can also create client portals accessible from the company’s website. Functions of the administrator user, broker user and client user • To begin the process, administrator users create client users and broker users, and allocate the portals to brokers. • A private website (extra net) is provided to the clients known as the client portal. This is where insurance documents are provided by the broker to the client. Brokers are assigned a portal for every individual client. • Broker user is the employee of the brokerage company with the authority to view, upload, download, and delete documents. • Client user can view and download policy documents, and can communicate via an instant messenger with all the members assigned to their portal. • Only the broker administrator or the broker user can upload documents. • The client users can attach files and upload them on an instant messenger to post them with their comments. Effective communication for better broker-client relationship Brokers and clients are able to communicate in real time through an instant messenger. This messaging system is linked to the email accounts of all the team members. As a notification email is sent for every comment posted on the message board, members can stay updated and respond to the posts through their inbox as well. The Messenger is accessible with a mobile device too. Beyond Efficient Policy Management The overall impact of using such an online solution is more than just efficient insurance management. As client portals are to be accessed from the corporate website of the brokerage company, they contribute in improving the credibility of the company and its website traffic. Thus, besides being an efficient data management tool, the solution also contributes towards brand building. Hence, by using an online policy management solution, brokerage firms can hope to witness a notable improvement in brand loyalty. Moreover, with 24/7 access to web statistics and usage, which includes data related to upload and download of documents, etc., the administrators are able to monitor all the activities with ease.
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Insurance portal, policy management,
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