Allianz Upgrades Journey Insurance policy Booking Platform for Advisors
Allianz hopes AgentMax helps simplify journey advisors’ life and improve their performance. Photograph: Shutterstock.com.
Allianz Associates has launched a new notification aspect on its system for journey advisors, AgentMax On line, which will assistance advisors maintain up to day on their clients’ vacation insurance coverage needs.
Working with AgentMax’s QuoteMax quick quoting tool and its MaxMail e mail promoting functionality, travel advisors will now have a lot quicker access to the altering journey insurance policies demands of their clientele.
Intended to simplify travel advisors’ lives and raise their effectiveness, Allianz Associates mentioned, a new notifications tab will help continue to keep keep track of of equally new gross sales and expiring benefits, by providing alerts and featuring a single area to entry these updates.
Now, when advisors are logged into AgentMax On-line, they’ll discover a blue Notifications tab at the top rated of any web page they could be on. A red dot with a notification counter will appear within the tab when a consumer buys a travel insurance policy solution working with MaxMail or QuoteMax, or when a client’s deadline to buy a product in purchase to obtain coverage for pre-existing health-related ailments is nearing.
“AgentMax makes it possible for journey advisors to spend much more time generating unforgettable trips for their purchasers and less time monitoring and managing journey insurance policies provides,” reported Daniel Durazo, director of promoting and communications for Allianz Associates. “With the arrival of AgentMax Notifications, brokers can remain on top of their consumers journey insurance coverage desires.”
From the Notifications site, brokers will discover a few tabs, together with MaxMail the place advisors can obtain notification specifics as shortly as a customer buys vacation defense from a estimate that was despatched through any of the MaxMail automated e mail applications in AgentMax On the internet.
On the QuoteMax tab, advisors are ready to check out updates when their buyer buys vacation security from a quotation produced by means of their e mail or net model of QuoteMax.
With Benefit Alerts, exceptional estimates with before long-to-expire pre-present health care condition advantage eligibility, brokers will acquire a reminder—along with their customer’s call details and the solution to e-mail them their original estimate with a brief concept.