Raise the Bar for Policyholder Services
Ventiv Policy enables organizations to improve the services they provide to
insureds. Organizations using Ventiv Policy increase client satisfaction by
offering self-service options for policy changes, invoicing, forms, and other
administrative support tasks such as generating certificates of insurance.
Using Ventiv Policy, organizations can coordinate new business,
renewals, and mid-year changes among clients, members/agents,
and carriers. A thoroughly integrated CRM platform manages member
and agent outgoing electronic communications; the CRM also
accommodates on-the-fly annotations after discussions with members.
Multi-quote summaries resolve open quotes when they are bound.
Multi-quotes summaries also provide recommendation reporting via
dashboards and other reporting functionality.
Invoices, forms, reports, and other attachments are all available through
the Policy Portal. Organizations improve the accuracy of their consultations,
pricing, and product placement by accessing deductible PA with three-
and five-year claim analysis and premium at each layer and all other
aspects of an insured's risk profile.
VENTIV POLICY
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