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Administrative Tools
Reduce the administrative workload for agents, agencies, and home office staff. IdeaStar’s front-end systems seamlessly interact with your current back-end systems, automating many processes. Many tasks once handled by individuals are completed quickly, accurately, cost-effectively, and in many cases without paper. Tools include:
Online automated customer billing and record keeping
Reduces time, errors, and mailing costs
Extensive screening for quote and enrollment systems automatically evaluate potential customers, reducing underwriting time and costs
Agent portals provide forms, newsletters, contest guidelines, leads, cost calculators and more – reducing preparation time and mailing costs
Password protected agent enrollment systems make it easy for agents to join your team. And the online registration makes it even easier to accept and maintain records regarding each recruit
Electronic signature capabilities, both typed and script, allow quick and legal authentication of applications
Save time and mailing costs associated with hard signatures
Complete, individual product descriptions are easily available and downloadable
Content management systems allow for quick and easy updates by non-technical staff
Save development costs as well as mailing costs associated with the distribution of informational materials
Service, hospital, or physician locators save customers and administrators time in answering these frequently asked questions
Tools may also be content managed for easy updating by non-technical staff.
IdeaStar has the skill and talent necessary to implement any administrative tool you can imagine. Contact us for a full demonstration about what IdeaStar can do for you.
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