Insurance agencies could benefit from a good portal software to help propel themselves to the next level. It’s difficult to imagine that the insurance industry once relied on mail and fax machines to transmit critical data. Thankfully, the internet revolutionized communication and made policy management easier than ever. Despite these advancements, many insurers continue to use systems and platforms that impose obstacles rather than offering solutions. For example, if you’re using policy insurance software that doesn’t offer workflow automation, you’re still wasting time and money.
Discover how Portal Pro can benefit insurance agencies and manage general agents across every sector.
One of the greatest benefits of effective policy management software is the stability that it offers your organization. Through continuous updates and ongoing improvements, platforms like Portal Pro ensure that you don’t have to cycle through new management software every few years — or worse, every few months. On the contrary, the best commercial insurance software is the ideal long-term solution for your policy management and clients’ needs. Invest in a program that you know will last.
Portal Pro is an excellent investment for any insurer because it does exactly what an investment should do — it pays off. The revenue you spend on effective insurance software will pay off in dividends when you see the savings from streamlined, automated processes, remote auditing, and endorsement tracking. Outsourcing these tasks to your policy software will dramatically reduce the workload for your agency’s staff. It can free up time, resources, and funds your agency can use to improve processes further.
Yet another benefit that portals can provide is superior security. Cyberattacks are a more significant threat than ever, and opportunistic criminals would love to gain access to your clients’ sensitive information and personal details. It is a huge liability for insurers, but you can fight against it by choosing a secure portal software. With online electronic payments and advanced encryption, you can be confident when you handle clients’ policies. Better security often translates to bigger profits and minimizes the risk of fallout from a data breach.
The benefits of dedicated portal software are truly infinite. Whether your agency is struggling with customer service, efficient underwriting, or effective reporting, Portal Pro can provide the solution you need. You can access client files and product touchpoints 24/7 through the portal platform. Best of all, this streamlined access will improve your relationships with clients. They, too, can connect to the Verity database and manage their policies autonomously. Take advantage of these benefits and eliminate common pain points by investing in an insurance portal.
Say goodbye to outdated systems and begin looking at a solution that will provide what you need to increase productivity, decrease costs in the long run, deliver frictionless transactions, and remain competitive in today’s environment. For more information about VRC’s Verity software and to book a demo, click here or contact us at (541) 209-0700.
