Features & Benefits

 

C.A.R.O.L. supports and assists independent insurance agents & agencies in Client Support, Marketing, and Sales with the following functionality:

 

       ·  Email campaigns

       ·  CRM tracking

       ·  Automation of renewal reviews

       ·  Compliance with the “Grahm Leech Bliley Act” (GLBA)

 

 

Beyond the obvious time and cost saving benefits of the system’s functionality, many agents find C.A.R.O.L.’s automated tracking system crucial for reducing their E&O exposure. This web application automates most everything for the agent allowing more time to develop new business and strengthen current client relationships.

 

It is in the interest of any independent agent or agency to learn more about what their clients needs are and do their best to provide it for them. The positive impact of C.A.R.O.L. will be felt in the following ways:

 

       ·  CRM assessment of the insured

       ·  Providing clients access to service via the internet to reduce human capital burden

       ·  Reduced need for business or phone support and the use of voice mail

       ·  Expanded service options on the dimensions of time and access to information and support

       ·  Client self service

 

C.A.R.O.L. further improves the agency with these impact factors:

 

       ·  Transactional filing

       ·  Rotational service (no single worker is assigned to service a specific client)

       ·  Streamlined workflows

       ·  Automated payment methods

       ·  Policy updates and changes

       ·  Industry recommendations & standards

       ·  Automated back office support

 

C.A.R.O.L is an invaluable marketing tool designed to help you maintain constant contact with your current clients. Simply put, it helps you to mark your territory with your current clients and maintains a constant presence and resource for them on the web.

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