Features Overview
Quote Management System facilitates collaboration between Customers and Agents with digital and intuitive experience. It also helps Agents and Employees to collaborate with each other while working on real-time transactions.
The following personas use Quote Management System:
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Agents who assist customers in finding the right insurance product
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Employees who can accept or reject any quotes referred by the system
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Customers interested in purchasing an insurance product
These business users can find the resources needed to best utilize our platform. They can also find the instructions and tips needed to maximize their digital engagement efforts.
Users can collaborate through business transactions and notifications through our digital engagement platform:
An overall list of features provided by the digital engagement platform are listed below.
| Features | Applicability | ||
|---|---|---|---|
| Agent | Employee | Policyholder | |
| Creating a Quote | - | ||
| Creating a Submission | - | - | |
| Processing Post New Business Transactions | - | ||
| Accessing details of Quotes that you have created | - | ||
| Accessing Policy details of your customers | - | ||
| Accessing Claim details filed by your customers | - | ||
| Accessing Summary Report and Conversion Report | - | ||
| Tracking activities related to a Quote | - | ||
| Viewing additional info related to a Quote such as Notes or Attachments uploaded by you or any other user | - | ||
| Viewing system generated events to track status changes of a Quote | - | ||
| Contacting Your Agent | - | - | |
| Accessing details of Your Policies | - | - | |
| Filing Your Claim | - | - | |
| Click on the checkmark provided for each feature (wherever applicable) to learn more on its usage. | |||