Fire Engine Races

Thu, 20 May 2010 16:59:20 GMT

Come join us for this fun-filled Engine-Cross event.

Everyone Needs a Sales Portal

Thu, 20 May 2010 16:49:56 GMT

Our goal is to help FCCI gain additional market penetration and premium dollars. The following firms realized growth in premiums through the implementation of the Synergy Portal: Catlin Underwriting Agencies (UK), Ping An (Auto/PRC), and Mercer Insurance Group, which is a Phoenix implementation.
As a key to keeping ahead of your competition, we envision providing FCCI and its agents with the ability to derive a quick quote to generate potential client interest. Followed by a software application that allows for a seamless progression from the quick quote, to further qualifying the potential client through the application process, to creating a bound application. All the while reducing the cost and complexity of each sale and leaving your competition far behind your lead.
Insurers utilizing various lines of business through Phoenix and other traditional applications face restrictions in what their agents can fully view and analyze. Like many back-end rating systems, Phoenix has its limitations that reduce full assessment potential for agents or other end-users. While it may sufficiently serve the needs of underwriting, it is not a system that allows for an easily managed sales process. Even for a skilled user, getting quotations entered and qualified can be a time-consuming process. The cost of entry is often a hurdle because the agent cannot provide a “quick ballpark” quote for the customer, having instead to go through a time-consuming full quote.
While Phoenix does an adequate job on the policy administration side, there is no easy way through Phoenix to create a flexible user experience to help expedite the questionnaire process. The workflow between an Underwriter and an agent using Phoenix is not streamlined. Without an easy-to-use sales portal for agents and underwriting, the quotation process can be costly and inefficient for all parties involved, resulting in a higher risk of losing a potential sale.
The ideal solution would allow you to leverage and improve your existing investment with Phoenix with a complementary system that would:

Make it easier for your agent force to sell more insurance while still managing risk
Reduce the cost and complexity of each sale for both FCCI and the agent
Enable agents to provide a rapid “ballpark” quote in a matter of minutes
Easily add new lines of business
Increase the effectiveness of your underwriting staff
Extend your quotation process to include underwriting-specific questions
Codify standard underwriting checks and balances into referral rules to manage only flagged exceptions
Provide an agent-underwriter workflow/messaging process

R-71 responding on Marine Box 46

Thu, 20 May 2010 16:34:58 GMT

Synergy Components

Fire Engine Races

Everyone Needs a Sales Portal

R-71 responding on Marine Box 46