Allianz Associates has upgraded its on the internet travel coverage reserving system for vacation advisors with a new notifications attribute to enable them keep track of new sales and expiring added benefits, the travel insurance policy and help business declared Monday.
AgentMax On-line‘s newest function is created to strengthen efficiency by offering alerts in a one, straightforward-to-discover location. Users will come across the new Notifications tab at the prime of the webpage. A purple dot will surface when a shopper purchases a journey insurance policy products making use of Allianz’s e-mail advertising and marketing functionality MaxMail or fast quoting instrument QuoteMax.
Vacation advisors will also be alerted when a client’s deadline to invest in a product or service in purchase to obtain coverage for pre-present medical problems is approaching.
Upon clicking the Notifications tab, consumers will notice three supplemental tabs, together with MaxMail, QuoteMax and Reward Alerts.
The MaxMail tab makes it possible for journey advisors to accessibility notification facts as shortly as a consumer buys journey security from a quotation that was despatched by way of any of the MaxMail automatic electronic mail tools in AgentMax On the net even though the QuoteMax tab lets buyers to see updates when their consumer buys travel protection from a quote produced by means of their e mail or world wide web edition of QuoteMax.
Ultimately, Advantage Alerts will remind advisors about any remarkable rates with quickly-to-expire pre-current medical affliction gain eligibility. From this tab, consumers will also have access to a client’s contact information as effectively as the possibility to e mail them their first quote along with a fast message.
“AgentMax lets journey advisors to invest extra time producing unforgettable visits for their customers and a lot less time tracking and handling travel insurance features,” mentioned Daniel Durazo, Director of Marketing and advertising and Communications Allianz Partners, in a assertion. “With the arrival of AgentMax Notifications, agents can remain on prime of their clients’ journey coverage demands in order to supply the useful defense that travelers should have.”
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