Allianz Partners has upgraded its on line vacation insurance plan scheduling system for journey advisors with a new notifications aspect to enable them retain monitor of new profits and expiring benefits, the vacation insurance policies and guidance enterprise introduced Monday.
AgentMax On-line‘s most recent characteristic is built to raise performance by supplying alerts in a one, easy-to-come across spot. Consumers will come across the new Notifications tab at the prime of the page. A pink dot will seem when a shopper buys a travel insurance policies merchandise making use of Allianz’s e mail internet marketing perform MaxMail or speedy quoting software QuoteMax.
Vacation advisors will also be alerted when a client’s deadline to acquire a product in buy to obtain coverage for pre-present health-related ailments is approaching.
On clicking the Notifications tab, consumers will detect 3 supplemental tabs, like MaxMail, QuoteMax and Profit Alerts.
The MaxMail tab permits journey advisors to accessibility notification details as before long as a consumer purchases travel defense from a estimate that was sent as a result of any of the MaxMail automated electronic mail resources in AgentMax Online while the QuoteMax tab makes it possible for users to view updates when their client buys vacation protection from a quotation created as a result of their e-mail or net variation of QuoteMax.
At last, Advantage Alerts will remind advisors about any superb rates with soon-to-expire pre-existing medical condition advantage eligibility. From this tab, end users will also have entry to a client’s speak to info as effectively as the choice to e mail them their original quotation together with a quick information.
“AgentMax enables travel advisors to devote additional time generating unforgettable trips for their consumers and considerably less time tracking and running journey insurance coverage presents,” explained Daniel Durazo, Director of Marketing and advertising and Communications Allianz Partners, in a assertion. “With the arrival of AgentMax Notifications, agents can keep on top rated of their clients’ vacation insurance requirements in get to provide the beneficial protection that vacationers deserve.”
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