There are a variety of benefits your business can experience by working with a cloud based self-service customer portal. This cloud portal allows for fast and efficient information sharing with agents, brokers, insureds and carriers through a secured connection. By extending our cloud portal to your customers, you can experience both efficiency and a significant cost reduction.
As examples, our cloud portal can provide the following:
- Document Sharing
- Customizable Text on Each Web Page
- Library of Standard Forms
- Access to Secured Information
- Rate, Quote, Issuance Workflows (additional licensing needed for this service)
- Customizable Inquiry Capability
- Dashboard Interface (additional licensing needed for this service)
When sharing documents through the portal on the cloud, you can choose to automate sharing or you can choose specific documents to share. If you choose to regularly share statements to the accounting department of your agents, you can do so automatically. Sharing information is as simple as sending an email with a secure link to a specific document.
Velocity can capture any data through the cloud, generate the information into your library of forms and then distribute those forms, anywhere on the cloud.
Adding the Velocity cloud based self-serivice portal to your daily work routine will not only streamline the capture and sharing of information, it will also eliminate the possibility of data being entered incorrectly on the cloud. Our database drives the cloud portal so that you do not run into any synchronization issues. Most portals available today, are not really cloud based, they are standalone systems and require synchronization, which delays the process.
Located in the heart of the Conejo Valley in Westlake Village, California, VRC Insurance Systems understands the importance of fully utilizing each hour in the workday. We can provide you with the peace of mind knowing all business is being conducted at the most efficient rate. Contact us today and accelerate your business by adding Velocity’s Cloud Based Self-Service Portal, for your business.