Allianz hopes AgentMax aids simplify travel advisors’ lives and boost their effectiveness. Picture: Shutterstock.com.
Allianz Associates has released a new notification function on its platform for journey advisors, AgentMax On the net, which will aid advisors preserve up to day on their clients’ travel insurance policy wants.
Utilizing AgentMax’s QuoteMax swift quoting device and its MaxMail email internet marketing purpose, travel advisors will now have quicker entry to the changing journey insurance coverage prerequisites of their clientele.
Built to simplify journey advisors’ lives and increase their efficiency, Allianz Associates reported, a new notifications tab aids retain monitor of both of those new profits and expiring gains, by delivering alerts and featuring a one spot to access these updates.
Now, when advisors are logged into AgentMax On line, they’ll discover a blue Notifications tab at the best of any website page they could be on. A pink dot with a notification counter will show up within the tab when a customer buys a journey coverage item utilizing MaxMail or QuoteMax, or when a client’s deadline to order a products in buy to acquire protection for pre-current medical situations is nearing.
“AgentMax allows vacation advisors to expend much more time making unforgettable outings for their clients and much less time monitoring and controlling journey insurance policy features,” mentioned Daniel Durazo, director of internet marketing and communications for Allianz Partners. “With the arrival of AgentMax Notifications, brokers can continue to be on top rated of their customers journey insurance coverage needs.”
From the Notifications webpage, brokers will notice three tabs, such as MaxMail where advisors can entry notification specifics as soon as a purchaser purchases travel defense from a estimate that was sent by any of the MaxMail automated e mail resources in AgentMax On the internet.
On the QuoteMax tab, advisors are equipped to view updates when their buyer purchases travel safety from a quotation generated via their e-mail or net version of QuoteMax.
With Reward Alerts, fantastic rates with shortly-to-expire pre-present health care situation profit eligibility, brokers will receive a reminder—along with their customer’s contact facts and the alternative to e-mail them their primary quotation with a brief information.