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Put your own name on the client portal
Clients handle documents, payments, first notice of loss, and certificates on the web or a branded app.
For Servicing Teams
Every account gets the same service, whoever is covering it
Your clients get answers at any hour. Every account manager works the same renewal list, in the same order.
Deliver the service that keeps clients renewing
When clients reach your team by phone or email, what was said and agreed often stays in one person’s inbox or notes. Meanwhile, requests for pink slips, certificates and payments keep interrupting the renewal list and taking hours away from it. Applied Epic® keeps emails, call notes, insurer correspondence and renewal status together on the account, and AI search finds any of it in one pass. Personal lines renewal notices and endorsements download from the insurer and write to the policy and its CSIO forms, with the details filled in for your team to check instead of retyping. Clients handle routine requests, including current CSIO certificates, through a portal under your brokerage’s name. Any account manager, including a new hire, can open an account, see what happened, and act on it. Routine work takes less of the week, and more of it goes to the clients who need your team’s attention, which is what keeps them renewing.
Where servicing happens
The portal, insurer download, and renewal list all work from the same account in Applied Epic®.
Receive renewal notices and endorsements by download
Renewal notices, endorsements and commission updates download from the insurer and land on the policy.
Ask your client to verify instead of re-provide last year's information
Last year’s answers carry forward, clients e-sign in place, and every verification logs as a defensible record.
Answer a billing question without transferring the call
Invoices, payments, and receipts all apply to the policy, so servicing answers billing questions on the spot.
What customers are saying
Frequently asked about servicing
Complete the things they currently have to ask for. A client portal earns its place when a client can get a certificate, pay a bill, sign an application and see current coverage without sending an email.
Anything it cannot do comes back to your team as a phone call, which is the metric worth watching.
Clients can leverage an online web portal or branded mobile app that reads coverage and insured detail from the account the brokerage works in. Clients can pull documents and certificates, make payments, report a first notice of loss, and reissue what they need at any hour.
Because the portal reads directly from the account rather than a copy, what the client sees matches what your team sees.
When servicing history, insurer correspondence, and renewal status are all accurate and up-to-date on the account, a new colleague can easily pick it up without the client noticing the change in staff.
When that information is scattered across a former employee's inbox or workspace, picking up where they left off is much harder and clients notice the impact to their service immediately.
Enough to change what a servicing week looks like, though the share varies by book and by how much the brokerage switches on. Certificates, document requests, payments and pink slips are the usual bulk.
The gain is not only volume. Those requests stop arriving as interruptions during renewal season.
Go deeper on servicing
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Thought Leadership Video
Industry Insight: Operational Efficiencies through Self-Service
Insurance has historically been a very manual, paper heavy industry where employees spend hours on end on non-revenue generating activities. Watch this video to learn how self-service technology eliminates the inefficient, manual tasks draining your employees’ time while providing the digital experiences your customers expect.
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Customer Success
Josslin Insurance Brokers
Discover how Applied Epic gave Josslin Insurance Brokers the tools to stay ahead and take their agency to the next level.
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Webinar
Surpassing Customer Expectations and Enhancing Business Operations
In this on-demand webinar, our presenters will explore ways to simplify the customer experience journey, transforming digital workflows that allow staff more time to service clients and prospects, and using technology to extend professional advice at critical points throughout the policy lifecycle.
View Now
The same service every time
See what a servicing week looks like when clients can answer most of their own questions.