Integrated Agent Desktop

Product Details

Extract additional value out of existing systems by presenting a customer-centered view of insurance information. Agents can view account policy information and claims history in combination with detailed customer profiles. Products, policies and services are aggregated by household, so agents have a complete picture of a client’s policies and gain insight into spheres of influence.

Select functionality includes:

- Business Process Automation
- Automatically populating forms with profile and policy data from disparate legacy systems
- Scheduling & Task Management
- Presenting a complete set of interactions by client or household
- Seamless Integration
-Combining client-centered data and processes into existing platforms
-Integrated Insurance Policy and Demographic Searching

Enterprise Insurance customer relationship management (CRM) from NexJ Systems