Conversations

  • Account Rounding
  • Renewals
  • Endorsements
  • Frequently Asked Questions
  • New Business Prequalification
  • Protection Review
  • Confirmation Emails Including Underwriting Questions
  • Verification For Email Address, Phone And Address
  • VIN Lookup For Auto Quote Form
  • Customized Forms For Auto And Home
  • Management  Control Panel

 

Procedures

  • Interactive Procedure Manual
  • Customized By Management System
  • Carrier Underwriting Guidelines
  • E&O Checklist Per Transaction

Management Tools

  • Morale Survey
  • PTO Request Form
  • Weekly Mastermind Group
  • Support And Updates
  • Management Console
  • Employee Survey
  • Performance Review
  • Usage & Compliance Reports

Staff Development

  • Online Staff Development Classes Including Time Management, Communication Skills, Insurance And More
  • Staff And Management Training On iUVO 

Touchpoints

  • Personal Lines Protection Proposal 
  • Confirmation Emails
  • Email Templates
  • eBooks With Videos