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my-insurer upgraded our Administrator Account!

7/24/2019

 
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​With the newly upgraded Administrator Account, you now can:
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  • Manage and track the Productivity of account managers 
  • Issue policies, create renewals and quotations to streamline processes and improved efficiency 
  • Lead allocation and pipeline management to enhance business acquisition 
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Some new features includes:
 
  • Add or remove account managers
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  • Create a policy
  • Allocate the policy to a desired account manager
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  • Create and modify renewals, quotations on behalf of your account managers
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  • Publish news and promotions to the your portfolio
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