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In-Depth Review
Agility:Insurance™
G2X, Inc.
20 East 22nd Street, 12th Floor
New York, NY 10010
Telephone: 212-741-1720
Fax: 212-741-1725
Email:
Web:
http://www.g2x.com/
G2X, Inc. provides enterprise class relationship management software
products and services that help insurance companies manage direct and
indirect distribution channels. Our products help automate the
identification, acquisition and management of customers while integrating
complex marketplace-wide sales processes, all done without having to
re-engineer proven, long-standing business workflow. Built with industry
standard, open technologies, these solutions are comparatively inexpensive
and can be deployed quickly, providing an easily quantifiable improvement of
customers' revenue growth and profitability.
Product: Agility:Insurance™
Current Version:
Category: On-Premise Small Business CRM
Solution
Sub-Category: Vertical Solution
Client Platform:
Server Platform: Lotus Notes
Database Platform:
Agility:Insurance™ is an industry-specific relationship management
solution that helps carriers drive more revenue through their distribution
channels. Whether wholesale or retail, home office or field,
Agility:Insurance™ provides a comprehensive view of client and producer
relationships. Agility:Insurance™ integrates all aspects of policy and
investment management, providing powerful new insights for analyzing and
managing relationships.
A Unified View of Customers
Designed from the ground up for the needs of the insurance market,
Agility:Insurance™ integrates data from legacy business applications to
build powerful profiles of Client, Producer, and BGA relationships.
Knowledge that can leverage sales and marketing automation tools to help
your operation quickly identify, manage, market to, attract and retain these
important customers and partners. Users at all levels have better access to
the information that they need to do their jobs more effectively.
Improved Productivity for Client or Channel Management
Agility:Insurance™ was designed to give carriers the tools they need to
drive more revenue through their agents, or through account representatives
managing their independent partners. Some key benefits for improved
productivity include:
- Client Management
- Manage prospects & clients
- Provide visibility into pending and paid status
- Coordinate campaigns with home office
- Manage the lead process
- Identify opportunities to cross sell and upsell
- Manage orphan policyholders
- Track agent activities
- Channel Management
- Identify accounts & producers doing profitable business
- Track production history, large illustrations and applications
- Coordinate campaigns with home office
- Manage the producer recruiting process
- Provide information while on the road for real-time status
- Order literature, request illustrations and schedule follow-ups
while on appointments
So Easy to Use it Actually Gets Used
Easy navigation and an intuitive user interface provide an overall user
experience that ensures maximum end-user adoption, which is critical for the
success of any implementation. Agility:Insurance™ was designed to work the
way users expect a web application to work – streamlined, easy navigation
and with no confusing icons or terminology. The role-based architecture
provides a personalized, relevant experience to each user. With
Agility:Insurance™, users can become productive immediately with minimal
training.
A Quick ROI
Our full web architecture and modular product design allow clients to
install functionality, as they need it, rather than trying to implement
everything at once. This allows carriers to get a quick ROI by addressing
the most pressing needs first. As an organization is ready, additional
functionality and modules can be added. Other modules include
Agility:Marketing™, Agility:Leads™, Agility:Investments™,
Agility:Householding™, and several options for extending Agility to
alternative platforms.
For pricing details, please contact the company directly.
We have no plans to review this product at this time.
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