We believe, at Deltek, a management software does not need to be complicated, difficult to use and learning to be effective and meet your needs. The Intermediary Select is designed for the purpose of simplifying your travail.With Intermediaries Select makes it easy to access the record of a customer or prospect.
Simply :
- either perform a search using the name of the client or prospect, that of his spouse, phone numbers, street address his or her policy number;
- either to enter the customer number or prospect.No need to click from menus to see the main customer data. Everything is immediately displayed on the screen:
- contact information (name, address, different phone numbers to reach him, email address …)
- its policies in force (what type of insurance with any insurer, due dates ,…) or pending (ratings);
- the producer and / or module is occupying.
Thereafter, a click on the record of the customer, you have access to:
- in the face of automobile policy, which allows you to view the details of the vehicles, pads, leads, creditor / landlord claims …, print a certificate of insurance or authorization to disclose the driving record SAAQ to email a proposal, cover note, a memo to the insurer or your client;
- in the face of home insurance, which allows you to view details of locations, protections, creditor (s), claims …, print or email a proposal, a cover note to your customer, the notary, a memo to the insurer or your client;
- the multimedia management, which allows you to view and print photos, scanned documents, memos or emails different insurers or the client;
- in transaction history billing (new business, renewals, endorsements, cancellations) and financial transactions (receipts, post-dated checks, refunds, bad checks) made.
You can accomplish your tasks more efficiently with features such as:
- « Abeyance Note » – checklist with recall date:; (eg recall a customer or prospect to a specific date.)
- Monitoring – based note taking allowing you to avoid the loss of notes written on a paper and make your notes available to all;
- Log – registration of important information as a result of a conversation with a client: entering of sending a document amending its protections or notice of cancellation … information (eg refusal of protection.) listed and the date of the addition to the log can not be modified or deleted once saved and could therefore be very useful in the event of a dispute with a client;
- Environnement de prospection – function to enter the information received during a quotation (coordinates font details, references …).
You have at your disposal a number of reports that you can view and / or print at will, such as:
- payable to the insurers to see the total premiums and commissions charged to you;
- payable to the producers, for which you can choose to calculate the commission of the producer as the invoicing or payment received by the client;
- results by manufacturer, module or insurer, which provide, among other things, the total premiums and the number of new business, renewals, endorsements and cancellations for a specified period;
- prospecting results allowing you to track each producer module or reference, the number of submissions versus the number of policies sold and that, for a specified period;
- taxes payable to the government, according to billing or collection;
- receivable for customers for the collection of accounts receivable overdue;
- Contract not canceled or not renewed allowing you to get the list of fonts that have not yet been renewed. This prevents oversights billing and allows you to check if you have received renewals of insurers;
- the list of policies in force per producer module or insurer with the ability to specify selection based on the automobile line, residential or commercial;
- the list of active clients per producer, module, insurance, age, occupation, city code … of customers with orphan font (one contract), you can then focus on the sale of another type of policy or customers who canceled their (s) font (s) and would like to regain;
- a list of quotes for you to get out, in advance, the quotations previously issued for a new, more efficient loading.
We also offer the download (download) with the following insurers:
This is just a brief overview of what Deltek Software Inc. and its management software, The Intermediary Select, can do to help you do your job more efficiently and allow you to spend more time to your customers, your prospects and growth of your practice.
Do not hesitate to contact us for more information or for a quote: 1-800-320-2428 or logiciel@deltek.qc.ca