Products for Retail Agencies
 

Assistant

Internet-based system uploads client data to web applications and PC based rating
software reducing time in re-entering client data .

Florida agencies:
Upload data to Citizens with only one mouse click to BOTH Homeowners
(Multi-Peril) and Wind only (eWind)
Highlights: includes preparation of data such as:

Using defaulted values that you set up for fields NOT found in the ACORD app

Prepare construction and other fields (interpreting abbreviated, misspelled       words)

Find Bldg., BPP limit Subject of Insurance)

Simple Process:
Step1
: INITIATE PROCESS by printing ACORD application as a PDF
Step 2
: CONFIRM DATA TO BE UPLOADED
Agency CSR reviews web form with client data from your ACORD app
as well as defaulted data established by your agency. CSR confirms data.
This is most important step but confirmation can be done in less than a minute.
Data is uploaded into website (such as Citizens)
Step 3
: AGENCY RECEIVES E-MAIL with Citizens quote

Similar Products available for TurboStorm and other carriers’ web pages.
COMING SOON: Citizens Multi - Peril

 
 
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Agency Data Transfer Services