We Know Insurance
We specialize in standardized form entry, data formatting and custom reporting for your homeowner, dwelling, umbrella and many other standard insurance policies. Our systems allow agents or staff to collect client information in the field and collaborate with your underwriters in real time.
iPad Apps for the Insurance Industry
Do you have a mobile salesforce or customer service agents in the field? Our new iPad app is custom designed for lead generation including Salesforce.com integration, policy quoting/rating information and customer policy information just a click away.
Contact us today to discuss how mobile apps can make your insurance agency run more efficiently.
Improve Data Quality
Data quality is of the utmost important when both quoting and writing insurance policies. Any mistake or change in the policy can compromise the accuracy of the underwriting process. Our data mapping process ensures the proper data is collected and validated to your standards.
Contact us today to discuss your insurance data needs.
Escalate Customer Service
Improve customer service by having access to the correct data when and where you need it. Our custom data mapping process can help you get your data from your website to your CRM software. If your customer service reps have access to the data they need you can reduce call length and frequency. You can allow your customers to view and manage their policies online while maintaining control of the underlying data.
Contact us today to find out how we can improve your customer service.
Streamline Your Operations
As part of our Process Change we offer a fresh look at an existing procedure in order to simplify it, streamline it, reduce costs or all three.