Charlie and Tonya introduce us to Joe Agent, who discovers how the SinglePoint real-time features can help overcome the aches and pains of Managed Competition.P.S. Can you identify the Boston Software staffers making cameos?
We’ve run a BIG number of real-time transactions:
· 365,000+ The number of quotes calculated through SinglePoint in real time.
· 150,000+ The number of new business Apps submitted through SinglePoint in real time.
· 45,000+ The number of credit reports (for HO renewal scoring) retrieved in real time.
· 5,000+ The number of CSRs registered to SinglePoint software.
And that’s just from January through October of this year!
· Upgraded WinRater to version 6.0 to support enhanced requirements for real-time rating.
· Upgraded Web products from .Net 1.1 to .Net 3.5 platform.
· Added “manufactured” rates to WinRater: Preferred Mutual, Harleysville, Private Client Group
· WinRater feature improvements, including better integration with RMV’s Virtual Private Network, printing of RMV1 forms approved for all printers, automated database maintenance/backup utility.
· SinglePoint feature improvements including batch deleting, eliminating undeliverable emails, etc.
· Upgraded and added more servers in our server farm to support increase in real-time transactions (we now have 9).
· Encryption of personal data to protect privacy.
· Various efficiency improvements including streamlining of database structure, SoftSync deployment of updates, tracking and resolving bugs, etc.
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2010 enhancements will include: · Real-Time Rating for MA homeowners · Web Rating · Scripting utility to “pull” data from various resources or “push” data to required destinations to further simplify the Quote-to-Issue process · Various WinRater features requested by agents |
Thanks to suggestions from agents, we added a new feature within real-time submitting called “Submit Now” that gives you more flexibility and speed when submitting new business to your carriers.
The Submit Now feature allows you to gather 100% of the policy submission data (including all carrier-specific required information) from right within WinRater and transfer it to your carrier web site. Agents can now “skip” the SinglePoint App and proceed immediately to validation and issuance on the carrier web site.
But don’t worry, if you want to access the App for viewing, editing, emailing, or printing, you still can just as you always have.