Agent Portal

Agency Portal – is the portal for insurance agents:
• Insurance company with Agent Candidates..
• Insurance company with Customers.
• Insurance company with Agent.

Highlights

unique features of the product

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.

Environment and Technology

Contact about products

Hotline: (+84 28) 3 9295 666
Email: sales@unit.com.vn

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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 unique features of the product 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