13 Ways We Can Make ePolicy Delivery Better this Friday the 13th

13 Ways We Can Make ePolicy Delivery Better this Friday the 13th

Posted by Tracie Hummel on Jan 13, 2017 9:34:01 AM
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Friday the 13th is considered by many to be the most unlucky day of the year. The dreaded day has come once again, but this time, we have some good news. In recognition of today being Friday the 13th, we wanted to share 13 great things you can do with expedite, IFS's eDelivery system, specifically designed for the insurance industry. And, best of all? None of these 13 things require any luck at all on this Friday the 13th: 

 

  • It's Free - There is no cost to use expedite by your agency or your producers. You get all of the great functionality at no cost.

  • Broker Dealer Support - expedite is the only solution on the market today, that supports ePolicy delivery your Broker Dealer partners can use. Broker dealers can build their own rules for managing compliance and add their own required documents to delivery process - quickly and easily.

  • Works Great With Your Sub-GA Relationships - Quickly and easily add additional agency partners into the routing that your carriers may not know about.

  • Flexible Workflow - Unlike other solutions that are rigid and make you follow their processes expedite lets you build and manage your own workflow tailored to your needs.

  • Robust Rules Engine -  That allows you to decide how to automate internal routing for policy reviews, which communications to send to your producers, the timing of your own alerts, and much more.

  • Customized Communications – expedite allows your agency to design its own customized communications to producers making your message more personal and relevant to the policy. You can even build rules to automatically pick the right email based on case manager, product or carrier.

  • Producer Wizard – Many producers only write a few pieces of business each year. With expedite’s wizard producers can quickly and easily complete the process without having to remember complicated steps and where to go navigate.

  • Agency Sharing – Life within any agency can be hectic at times and case managers help each other out when possible. With expedite’s user roles, an agency administrator can set viewing and approval rights for teams and managers to collaborate.

  • Better Producer Adoption – expedite offers producers an aggregated view of their business regardless of where the business is placed. Combined with the ability for them to manage their own workflows, and build rules, expedite has everything they need to be successful with eDelivery.

  • Up-selling and Other Than Applied For Options – Where carriers can support these scenarios expedite helps automatically present upselling options or help save the deal by offering the same premium they were quoted with a lower benefit amount.

  • Open Integration – expedite offers an open integration platform that may support your efforts for document storage, communication with your agency management system or CRM, and more.

  • Easy Real Time Corrections – when supported by carriers expedite helps your team make real time corrections to errors on the policy immediately reducing cycle times and issues with your producers.

  • Easy Option for Your Carrier Partners – expedite offers a great solution with more functionality at a lower price point, and a simpler implementation than any other solution on the market, making it an excellent choice for carriers to support both your and their eDelivery needs.

Topics: insurance, eDelivery