Portals

The Agent Portal helps your agents generate quotes, issue policies, report claims, request endorsements, access policy and claim details, and process payments and other transactions. It gives them real-time access to workflows and communication tools like Notes and Diary. It lets them manage their portfolios. And it lets them see their production, their contests, and other performance standings. As result, it helps you attract, motivate, and retain agents, increasing their productivity, while you reduce your operating costs.

Portals

The Agent Portal helps your agents generate quotes, issue policies, report claims, request endorsements, access policy and claim details, and process payments and other transactions. It gives them real-time access to workflows and communication tools like Notes and Diary. It lets them manage their portfolios. And it lets them see their production, their contests, and other performance standings. As result, it helps you attract, motivate, and retain agents, increasing their productivity, while you reduce your operating costs.

Portals Features

Customer Portal

The Customer Portal empowers your policyholders with self-service capabilities. It lets them access and print policy-related documents (including ID cards for auto insurance or dec pages for a lienholder), renew policies, request new quotations, retrieve endorsements, initiate claims, and pay premiums.

Employee Portal

The Employee Portal allows the proper work to be assigned to the proper employees, while giving you complete control over what they’re allowed to see and do. Through the User-group set-up tool, you can assign roles and responsibilities. You can control underwriter permissions and claims personnel’s payment and reserve authorities. And you can create escalations and time standards to keep the work flowing and everyone informed. Using this portal from anywhere there’s an Internet connection, your employees can keep updated, approve underwriting decisions, authorize claims payments or reserve increases, and work within their authority levels. On the road doesn’t mean out of the loop.

Sell Sheet and Demo

To download a sell sheet detailing Beyontec’s Portals module in a printable format, or to request a live demonstration of this module, please scroll down or click this box.

Download the Sell Sheet

 

To download a printable PDF file containing all the details of our Portals Module, please click the image at left.

Download the Sell Sheet

 

To download a printable PDF file containing all the details of our Portals Module, please click the image above.

Or, to request a live demonstration, please submit the form below.