The new characteristic will assist advisors maintain up to day on their clients’ vacation coverage requirements. Employing AgentMax’s QuoteMax rapid quoting tool and its MaxMail e mail advertising operate, vacation advisors will now have quicker entry to the shifting travel insurance policy requirements of their customers.
Holding monitor of new gross sales and expiring gains
Allianz Partners claimed, the new characteristic was made to simplify travel advisors’ lives and improve their efficiency. The new notifications tab aims to aid preserve keep track of of the two new sales and expiring added benefits, by delivering alerts and presenting a one locale to access these updates.
Now, when advisors are logged into AgentMax On line, they’ll discover a blue Notifications tab at the top of any page they may well be on. A crimson dot with a notification counter will seem within the tab when a consumer purchases a travel insurance policy product applying MaxMail or QuoteMax, or when a client’s deadline to order a solution in buy to get protection for pre-present clinical circumstances is nearing.
Extra time for the arranging of visits
Daniel Durazo, Director of Internet marketing and Communications for Allianz Associates, said: “AgentMax enables travel advisors to devote a lot more time creating unforgettable excursions for their consumers and considerably less time tracking and managing journey insurance policies gives. With the arrival of AgentMax Notifications, brokers can remain on best of their shoppers journey insurance policies desires.”
With Gain Alerts, outstanding quotations with before long-to-expire pre-existing clinical problem benefit eligibility, brokers will obtain a reminder – together with their customer’s make contact with data and the selection to e mail them their first estimate with a speedy information.
A short while ago, the American Modern society of Vacation Advisors has recognised Allianz Associates as its 2020 Travel Insurance policy Spouse of the Calendar year. Allianz commented on the get: “Travel advisors are an crucial aspect of the hard work to transfer journey restoration ahead and we’re delighted to aid them in this important mission.”