Life Insurers Improve Relationships with the Agency Management Solution

Life Insurance Agency Management Software

Life insurance companies rely on agents and brokers to produce business. Managing these important distribution channels’ relationships is labor intensive and typically requires a great deal of administrative effort for any Life insurance company.

Initial onboarding may include contracts, training, licensing, appointments and more -- many of which must also be revisited annually. With eDocument Resources, organizations manage these processes with automated business process management tools. Notifications and timers keep insurers on top of the varied and numerous dates and renewal cycles. eDocument Resources automates the dissemination of information between internal business units such as credentialing and agent services while also providing the integration with agency portals. Combined with automated task assignments and scheduling, life insurers are able to increase efficiencies in their busness processes.