Broker/agent productivity

Maximize every customer relationship

People turn to brokers and agents for advice and assistance, so they need to have the necessary tools and knowledge for optimal sales and service. With Adobe solutions, you can keep your representatives up to date on the latest products and special offers, and streamline processes to make them more efficient and personalized. When your people are able to deliver the highest quality service quickly and effectively, your company benefits from happier customers, better selling opportunities, and greater loyalty.

Initiation

Using an intuitive and engaging rich Internet application (RIA), the broker/agent can easily display and explain the pros and cons of several different options. Multiple screens enable toggling between current policies, new products, real-time market information, and the customer's personal data. If the broker/agent and the customer are separated by any distance, they can still collaborate in real-time using Adobe® Acrobat® Connect™ Pro software.

Processing

Once the appropriate product(s) are identified, the broker/agent creates a custom enrollment package, including forms prepopulated with information that was previously entered for other accounts and products. The customer can complete everything online using the RIA or take it offline as a PDF document. The customer either signs and returns the forms electronically or uses a wet signature and returns to the broker/agent via paper forms that include a 2D barcode for easy information retrieval. Finally, the broker/agent submits the form for processing and completes account setup.

Fulfillment

Process automation minimizes data entry effort and errors, helping to speed communication back to the customer. Once data validation takes place and signatures are verified, a welcome package is dynamically generated and delivered to the customer by e-mail or through an automated notification system built into the RIA.

Solution benefits

Customer information, product information, and processes are accessed through a single, simple interface.
Productivity of indirect channels is increased with self-service applications that are intuitive and easy to use.
Straight-through processing enables rapid, accurate, and compliant processing of customer requests.
Customer communication is more personalized and secure.
Adobe technology provides a mechanism to automate structured processes and to enable information control and assurance, easing compliance and risk management requirements.
The ubiquity of Adobe Reader® and Flash® Player software help ensure that brokers, agents, and customers can engage in transactions seamlessly.