The Benefits of Online Insurance Storage Application

by Smith Jaggy SEO

Insurance brokers are expected to keep their clients updated on insurance policy documents, and provide them with relevant information. Online document management application gives the brokers a distinct advantage over their peers who are not using the solution. As clients get personalized service while brokers get the opportunity to respond to their queries in real-time, the solution facilitates better relations between the parties.

Role of brokers in an online insurance application

A typical online solution for insurance document management entails three authority levels:

1. Administrator
2. Broker
3. Client

Setup

From the point of view of brokers working for a brokerage firm, it is set up as follows:

• Administrator creates user accounts for brokers and clients.

• Administrator links broker accounts to their respective client accounts.

• Brokers get the authority to create, modify and remove policy documents of their clients.

• Brokers are answerable to the clients for the policy documents uploaded, which the latter can view and download.

• Brokers and clients can communicate with each other using an instant messenger integrated in the online solution.

By maintaining complete transparency, online insurance document management solutions take the broker-client relationship to an all-new level. Brokers are able to store, organize and share insurance policies easily, and clients get anytime, anywhere access to their documents and related information. Clients can export their policy documents in an excel sheet so as to avoid any confusion.

The clients can post a message on the instant messenger board as and when required, after which an email notification is sent to all the team members managing their account. As the online solution is accessible through handheld devices as well, brokers can respond to the client queries in real time. Thus, the solution promises a win-win situation for both the parties.

Key features

• Client portal – This is an extra net on which the entire application runs. The insurance brokerage firms need to pay for this platform.

• Security and storage – SSL encryption and Amazon Single File Storage system to ensure information security.

• Customized look – User view on the portal can be customized to feature the brokerage’s logo or that of the client’s brand.

• Entirely web-based – Online solution provided on a subscription basis. No need to install any software or maintain any hardware.

Insurance document storage and accessibility features mentioned above offered by some document management applications helps the brokers improve their efficiency for client satisfaction.