代理商在建造小型商业书籍时可以节省时间的六种方式


If there’s one thing that small business owners and the agents who serve them have in common, it’s a collective shortage of time. Competing priorities vie for limited attention. Anything that can help make doing business easier and faster has us all sitting up a little straighter in our seats. With that in mind, here are some ways you can save time while working to grow your small commercial book.
1.访问快速报价。能够从保险公司快速获取报价可以节省您的时间,并且可以为您的客户提供及时的答案,以确定适合他们的保险范围所需的及时答案。
Travelers Insurance continues to invest in their quoting platform to deliver efficiencies to our agents, most notably through Travelers Bindable Quick Quote. Bindable Quick Quote offers a simplified, efficient process to quote and bind a policy for office businesses in the Financial Services, Professional Services and Healthcare industries. You can quickly determine whether a business is eligible and get a bindable quote from Travelers in as little as eight questions. And for less complex referrals that fall outside of the Bindable Quick Quote approach, Travelers is committed to responding in three hours or less. Spending less time waiting for a response allows you to write more policies faster, giving you more time to focus on growing your client base.
2. Loss consulting for your clients.Working with an insurance carrier that helps clients make informed decisions can ease the uncertainty around submitting a claim. Loss consulting allows your clients to ask common questions about reporting a claim – freeing up your time.
新利18官网下载苹果旅行者保险提供有关小型企业财产索赔的损失咨询,因此客户可以讨论其损失,审查其保单并就下一步做出明智的决定。如果客户决定提出索赔,则无需拨打第二个电话 - 损失顾问可以立即开始该过程。
3.访问简化的工人赔偿索赔程序。The workers compensation claim process can be complex. Partnering with an insurance carrier that makes it easier for your clients can be a time-saver for you when it comes to helping them manage their workers compensation claims.
新利18官网下载苹果旅行者保险自助资源使受伤的员工能够访问帮助管理其索赔经验的工具。员工可以通过其自助服务门户MyTravelers®为受伤的员工检查索赔状态,访问医疗付款信息以及更多信息。此外,专门的TRAVCOMP®模型重点关注结果,将流程的关键部分分配给特定的索赔专业人员,并确保它们在正确的时间参与正确的资源。例如,受伤的员工会面与Travelers ConciergeCLAIM® Nurse向受伤的员工提供更好地了解索赔程序的理解,并解释下一步,从而取得更好的索赔结果。
4.利用运营商服务中心。拥有服务中心管理某些帐户为像您这样的繁忙代理商提供明显的好处,他们希望释放时间,同时还可以确保在政策的整个生命中为客户提供相同水平的卓越服务。
和Travelers Insurance, you choose the accounts you want managed by their service center, and Travelers assumes errors and omissions (E&O) risk for those accounts. And you can count on their service centers to complement the high level of service and support that you already provide to your clients.
5.clien在线自助服务功能ts.与他们的个人和职业生活的其他领域一样,小型企业主已经期待一定程度的自助服务能力,从管理其银行帐户和信用卡到访问和管理手机服务。毫不奇怪,这也适用于管理与其保险单相关的任务。在线服务选项使您的客户在方便他们方便时获得信息,同时不给您带来随机请求的负担。
和MyTravelers®for Business, your clients will have access to the services they need – even when your office is closed. And it helps reduce some of the administrative tasks that can consume your day. Business owners can easily pay their bills online, print Certificates of Insurance and much more.
6.有助于为客户“简单”承保的教育资源。许多小企业主进入业务符合low their passion and that usually doesn’t involve deciphering insurance jargon. Working with a carrier that can provide educational resources that are readily available and sharable can save you time.
新利18官网下载苹果旅行者保险最近启动了一系列专为小型企业主设计的简短“保险101”视频。这些随时可用的视频为常见的保险问题提供了答案,例如“What is a BOP?”他们还可以帮助您向客户传达其他覆盖范围的价值,包括如何umbrella insurancecan provide an added layer of protection to help safeguard their business from a large loss.
我们致力于使与旅行者开展业务并确定节省时间的方式变得更加轻松,更快,以便您可以专注于建立商业书籍。
Contact your Travelers representative today or visit travelers.com to learn more about our小型企业主的产品和服务。