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Learn More About AgentAccess
Some of the benefits of using AgentAccess include:
| Access to order supplies|
| Book of business|
| Sign up clients for Medicare Part D|
| Order Senior Medicare Plan Materials|
| View materials|
| Quoting tools|
AgentAccess gives you, among other things, access to the following services:
AgentConnect is the process of linking your agency’s web site or web address (domain name) with ours.
| Your AgentConnect site provides a one-stop resource for your potential and existing customers to obtain product information, rate quotes and apply online.|
| AgentConnect can be added as an additional feature to your existing web site or can be accessed via a web address (domain name) which you have registered. If you do not have a domain name, please contact a domain name vendor to register one. Having a domain name registered and forwarded to your AgentConnect link will provide you with a quick and inexpensive way to build a web presence.|
Agent Data Entry will allow you greater control over the application process and the ability to provide even more valuable services to your clients. This tool will assist in improving your close ratio and serve your clients better by:
| Providing you the ability to complete and submit applications online for your clients, utilizing innovative technology to capture their signatures over the telephone. |
| Having the ability to manage, save and return to online applications that you have not completed and submitted for your clients. |
| Emailing a link to the online application to your clients so they can review, edit, sign and submit the applications you started for them. |
| Automated email reminders to your customers to finalize and submit the applications you started for them.|
Agent Services gives you direct access to monitor your book of business
| Status on submitted applications |
| View your commission statements |
| Rating levels of approved applications |
| Past due bills so you can call the client before coverage lapses |
| Client account details such as address, life and dental coverage, enrolled dependents, etc. |
| Bonus and incentive points |
| Group employees’ medical plan effective dates |
| And much more … |