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Enhanced CRM and Workflow Management System (FIDO) for the complete management of all aspects of the sales process which includes:
- Automated assignment of submissions to CSR or Underwriters based upon rules engine based upon criteria such as line of business, where staff are licensed and the number of items in their work queue
- Work queues created for each underwriter, CSR, or Service employee
- Integrated calendaring function
- Template email module for ease of communication with producers
- Document Management - customer folders store all communications with producer from emails to proposals to bound policies
Other Platform Tools Available
- Clowser - Appetite and Underwriting Rules Management Toolset
- Bowser – Internet Explorer Automation Tool – electronically simulates user keystrokes to communicate with carrier web sites when XML communications options are not available.
- Relay Service –agents can start an application by uploading an Acord PDF from ANY management system to the InsureZone Platform.
- Fully XML – the InsureZone platform was built using XML from the ground up and it is fully XML compliant which simplifies data interchange requirements and web service integrations.
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