Channel Management: New Ways to Reach Consumers

Insurance Networking News, July 1, 2012

Chris McMahon

Registered agents login to ezumbrella.com, which consists of agent portal and underwriting workstation technology solutions from FirstBest Systems, to create new submissions or renewals. In real time, and in a co-browsing environment, an underwriting agent then reviews the submission and can issue a quote, declination or request for more information, linking to the account information. Quotes are then e-mailed to the agent as PDFs, which can be bound, creating the policy documents, certificates and invoices. When necessary, the customer, agent, underwriting agent and an XL Group employee can see the same screens in real time, to answer questions and finish the business.

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