New Agency Managment System.

It has been a while since my last post, I have been very busy and there hasn't been too much news in the insurance world the last while.

One new item is that our agency has purchased a new group insurance software package which is making us more efficient at tracking customer interactions, requesting quotes as well as providing proposals to our clients.

Some of the nice features from my side of the desk are that I can better build and track requests for quotes. Usually when I make a RFQ one or two companies come back with either incorrect volumes or deviations in the plan designs. This makes it difficult to compare plans, as they aren't apples to apples. I can now track these volume and plan deviations much more simply and clearly so my recommendations are more accurate than ever and clients know exactly what they are going to get.

One of the best features from the clients side of the table, is that when they complete the initial employee census I need to produce a quote, I can turn this around and pre-populate application forms for their employees, which GREATLY simplifies and streamlines the enrollment process. An example is given below.

Neat eh?

--
Robert Reynolds, GBA
Certified Group Benefits Advisor
Hendry McKenzie Reynolds Employee Benefits Ltd.

Toll Free: 1-888-592-4614
rob@hmrinsurance.ca
www.hmrinsurance.ca

E.O. E.