Introduzione
Il tuo nuovo assistente di presentazione.
Perfeziona, migliora e personalizza i tuoi contenuti, trova immagini pertinenti e modifica le immagini più velocemente che mai.
Ricerche popolari
3
INDEPENDENT AGENCY
History
History
Agency Flow
Agency
Needs
agency flow
SafeAuto Needs
SafeAuto
Needs
What safeauto
needs to
manage agencies
Managing
Agencies
Permissions
agent permissions
Quote
View Balance
View Policy
Change Policy
Line of Sight
Line of sight
By Agency/Office/Agent:
- Written Premium
- Earned Premium
- Reports ordered
- Quotes vs Sales
- Coverages/Limits/Deductibles sold
PRODUCT
Management
Product Management
Agent Needs
agent needs
Required
Required
Nice to have
Nice to have
Technical
Options
Systems
Comparison
Next steps
Day 1
Year 1
Year 5
Day 1
day 1
Quote through ITC.
Bind through QB3.
Channel for Agency and Lead for various Agency.
Year 1
Year 1
For all non-guidewire/non-policy one states:
Rate through ITC
Finish Quote and Bind through QBC3 - signed in: https://quotingtrn.safeauto.com/v/5/agent/IL#/niSearch
Manage Policy through PM - signed in
MVR/CLUE before bind.
IVANS download
Ratebook Management, Rate Compare, Filings all stay the same.
Guidewire states turned on.
Agent flow the same, but the systems would then hit Guidewire to quote and save, QBA to quote, AMP to service.
year 5
Year 5
20 different policy management systems
Whatever Policy Management System we use, we use that for various channels.