Agent Portal
Agency Portal – is the portal for insurance agents:
• Insurance company with Agent Candidates..
• Insurance company with Customers.
• Insurance company with Agent.
Highlights
features
Multi-flatform, multi-device support
Update the latest activity information of insurance company.
Simple design of forms with intuitive interface
Promote competitive programs to attract agents.
eKYC support
Report information, target, sales for agent levels.
BPM business procedure integration
Receive support and frequently feedback information for potential agent candidates.
Electronic and digital signature
Look up necessary information to support works for agents
Risk limitation
Multi-flatform support as Web and Mobile app.
Performance of the product
Provide rapid – Transparent – Correct information regarding Candidates and Agents
Promptly update Progress – Activities – Target – Sales Report to agent management levels.
Digitalize filed documents – Forms.
Support customer care agents.
Look up information related to policies, bonus, business information procedures.
More interactive between Candidates – Agents – Customers and insurance company.
Summary of product’s features
Agents:
See information of agents, correspondences, certificates, update personal information
See list of customers, manage customers’ insurance requests, manage customers’ contracts.
See competitive programs, challenges, competitive results, targets, sales and bonus obtained, GA information.
See business, income reports
See information in terms of customers’ birthday, schedule of fee collection from customers, event management.
Create candidate profile, manage candidate profiles.
Look up information: administrative procedure and information, bonus policies, product information, business information process.
Candidates:
See candidates’ information
Monitor study and examination status
Look for examination
Look up information: administrative procedure and information, bonus policies, product information, business information process
Candidates:
Customers could self-apply as a financial consultant by leaving their personal information
Documents will be allocated to agent management levels based on information provided by customers.
See the latest updated news of insurance company.
See activities for consultants.
Look for activity network.
Inquiries about insurance-related issues.
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Agency Portal
Agent Portal Agency Portal – is the portal for insurance agents:• Insurance company with Agent Candidates..• Insurance company with Customers.• Insurance company with Agent. Highlights features Multi-flatform, multi-device support Update the latest activity information of insurance company. Simple design of forms with intuitive interface Promote competitive programs to attract agents. eKYC support Report information, target,