A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.
Client Management has several great features for effective customer services, enabling a great customer experience.
This module works like a Rolodex™ of all clients recorded in the system like Policyholders, Additional interests, Mortgagees, Agencies & Agents, Claimants, Surveyors, Adjusters, etc.
The Client Folder gives an overall picture of a client and all the ways they are associated with the Company (Policyholder, Additional Interest, Witness, Surveyor, etc.) including the related policy # or claim #.
Allows single click navigation to access details of a policy, accounts and claims details of the client. Also, with a single click get all email IDs and phone number of every person associated with the policy and just click it to email or make a call. A feature very few systems have.
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