Allianz hopes AgentMax helps simplify vacation advisors’ life and boost their effectiveness. Picture: Shutterstock.com.
Allianz Partners has introduced a new notification element on its platform for vacation advisors, AgentMax On the internet, which will assist advisors continue to keep up to date on their clients’ travel insurance policy requirements.
Applying AgentMax’s QuoteMax rapid quoting device and its MaxMail e mail advertising and marketing functionality, vacation advisors will now have faster obtain to the transforming vacation insurance policy necessities of their customers.
Designed to simplify journey advisors’ lives and raise their performance, Allianz Associates mentioned, a new notifications tab helps continue to keep monitor of both equally new gross sales and expiring advantages, by offering alerts and presenting a solitary location to accessibility these updates.
Now, when advisors are logged into AgentMax Online, they’ll see a blue Notifications tab at the top of any website page they may possibly be on. A crimson dot with a notification counter will appear inside the tab when a client buys a travel coverage merchandise utilizing MaxMail or QuoteMax, or when a client’s deadline to order a item in order to acquire protection for pre-present health care ailments is nearing.
“AgentMax allows vacation advisors to shell out additional time making unforgettable journeys for their clientele and significantly less time tracking and controlling travel insurance features,” said Daniel Durazo, director of advertising and marketing and communications for Allianz Companions. “With the arrival of AgentMax Notifications, brokers can stay on top of their clientele journey insurance desires.”
From the Notifications page, brokers will recognize three tabs, such as MaxMail where by advisors can entry notification details as shortly as a shopper buys journey security from a quote that was sent via any of the MaxMail automatic e-mail resources in AgentMax On line.
On the QuoteMax tab, advisors are in a position to view updates when their customer buys travel defense from a quotation created through their e mail or net version of QuoteMax.
With Advantage Alerts, fantastic prices with quickly-to-expire pre-present professional medical problem advantage eligibility, agents will acquire a reminder—along with their customer’s call info and the option to electronic mail them their unique estimate with a swift information.