Insurance agencies
Policy change intake
Gathers everything for a client's policy change, like a new car or driver, so your agent can submit it.
Common
For insurance agencies
Certificate request rep
Fills each certificate of insurance request from the policy in Applied Epic and sends it once you say yes.
- Outlook
- Applied Epic
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a certificate request comes in
- 1Read the request: holder, project, wording asked forOutlook
- 2Find the client's policies in Applied EpicApplied Epic
- 3Fill the certificate from the policy as it standsApplied Epic
- 4Flag any wording the policy does not have for your agent
- 5Ask you first before sending the certificateHe asks you first
- 6Send it from Outlook and log it in Applied EpicOutlook
- 7Text you the requests waiting on your agent
- What you getCertificates filled from the policy as written and sent after your OK, with anything it lacks left to your agent.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for insurance agencies
Insurance agencies
Coverage review inviter
Invites clients who have one policy with you to book a coverage review with your agent.
Insurance agencies
Review request rep
Asks every new client for a Google review once their policy is issued, and drafts replies to new reviews.
Insurance agencies
Payment reminder rep
Reminds clients with a past-due premium to pay the carrier before the cancel date on the notice.