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Self Serve Certificates
Our top rated features and possibilities
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One of the flagships in the
Now Certs agency management system is the
robust and
bespoke design of the client portal. Customer satisfaction,
security and agency E&O exposure are at the forefront of the insured
portal module.
Increase in
customer retention is one of the
added benefits of using the client portal. An agency allowing its
insureds to log in and manage their certificates of insurance, pay their
insurance bill, sign applications or submit a claim have proven to set
the agency apart from the competition. Once an insured becomes
accustomed to such on demand online customer service perquisites, moving
to another insurance agency has proven to be much less likely. The
benefits to the insured are apparent. An insured does not need to wait
for the agency to issue and send a certificate.
Send Certificate
The client portal
allows the insured to
issue, email or fax their certificates 24 hours a
day. The insured can download and print Vehicle ID Cards, request an
amendment or an endorsement of the policy, make a payment, chat with the
agent or even submit a quote request. These and many more features are
available through the client portal.
As an added functionality
and
agency brand recognition, the
Now Certs client portal can be
integrated into the insurance agency's website. The portal can be
opened within the agency's site through an iFrame, thus allowing the
insureds to access their client portal while remaining on the agency's
URL whilst cramming the agency's logo and branding.
Security
and E&O exposure are very important when it comes to personal and
sensible financial data. The
Now Certs client portal allows the agency
to set the access parameters to the client portal. The agency can allow
customers to access their policy information or a list of drivers or
the self-serve Certificates module. The agency can also restrict access
to the client portal, or to specific modules within the portal. The
agency has a full control of who can log in and what information will be
available. Security and agency risk exposure are amply addressed by
the client portal module.
List Of Certificates
The client portal is an added benefit to the insurance agency and its
insureds. No other system comes even close to addressing the needs of
the agent and the insured so thoroughly and comprehensively as
Now Certs
does through its Client Portal Module. The design, all of its
functionality, agency branding and full set of access rights leave a
true customer satisfaction taste with the insured and the agent.
