Agent Inside

Transcription

1 Agent Inside

2 AGENT INSIDE Quote, Issue & Endorse Policies Kemper Billing System (KBS Web) Access Inspections Bills, Policy Declarations, Cancellation Notices Claim Information On-Line Manuals & Bulletins Brochures Reports Kemper Connection Sign Up For Training Kemper Perks Click My Account to update password or to change/customize user ID To Delete, Change, or Request New Logon IDs Have Personal Lines Manager or Agency Principal send an to 2

3 Quote & Service Right Price Web Gateway to RightPrice Web; quote, issue, endorse, rewrite or cancel Auto, Home & Package Policies Dwelling Fire Gateway to Dwelling Fire Web; quote, issue, endorse, rewrite or cancel Dwelling Fire Policies Billing View pay history, payer information, payment schedule Process payments & change pay plan Agency Sweep information Automatic payment setup and maintenance - EFT and Credit Card Claims View claim details including financial & Payment Summaries Alerts Gateway to Kemper Alerts System; view customized reports monitoring policy and claim activity 3

4 Agent Inside Customer Search allows you to use a single search by customer last name to retrieve a summary of Policy, Billing, Claim and Document information for the selected customer 4

5 Agent Inside Customer Documents Search, View, Print or Export Listing of Customer Documents Use a single search to retrieve various categories of documents for a group of Kemper customers! Customer Documents provides you with the ability to search at a portfolio-level Document Types: Declarations ID Cards Billing Notices Cancel/Non-Renewal Notices Claim Closing Notices Consumer Quotes 5

6 Policy Tools State Manuals View products, coverage and underwriting information Policy Forms Search, View & Save Kemper Contracts, Forms, Endorsements & Inserts Risk Meter Measure distance-to-coast VIN Lookup Verify auto rating symbols, year, make and model by VIN Maryland PCL Rate or Request a Maryland Umbrella quote Replacement Cost Calculator Calculate Home Replacement Cost Inspection Reports Retrieve, View, Print and Save Inspection Reports Industry Resources Access industry-leading sources of information on home and vehicle safety and auto loss statistics 6

7 Reporting Tools view based on log-in credentials Producer Claims Listing View claim information including status, payout and adjuster Kemper Connection Report Track customer call activity by producer, customer and policy Kemper Network Report View online quote requests for group/affinity accounts Commission Statements View commission transactions by policy and producer code Experience Reports View 5 year written and earned premium, accident and calendar year and loss ratios Sales Reports View monthly and year-to-date policy count and gross written premium by producer code Agency Business Summary View the three-year combined sales and experience results Kemper Alerts View customized reports or sign up for policy and claim alerts 7

8 Training Tools 8

9 Marketing Tools TheOnline Customer Listingprovides you with a profile of customers who have elected to register their policies via www. kemperpreferred.comto utilize our online services You may Search, View, Print or Export a listing of Online Customers! Obtain customer addresses and learn about your customers online preferences! Paperless Policy Paperless Billing Billing Alerts Identity Fraud (online requests for addition of Identity Fraud coverage) 9

10 Marketing Tools Brochure, Sales Sheets, Door Hangers and more! order custom marketing materials, co-op advertising and support materials, stream Kemper Preferred videos to your customers, add a link to one of our videos on your website or a video link to policyholders or prospects Kemper Merchandise Kemper Connection Discounts 10

11 Kemper News and Messaging Your gateway to Kemper news and information in real-time at the national and regional level You may customize the news you would like to view by region News is organized by region, but the state name is clearly listed so that you can quickly get the information you need! West: AZ, CA, CO, ID, MT, NM, OR, UT, WA, WY Central: AR, IA, IL, IN, KS, LA, MN, MO, MS, OH, OK, SD, TX, WI Northeast: CT, ME, NH, NY, PA, VT Southern: AL, DC, GA, KY, MD, NC, SC, TN, VA 11

12 TRAINERS View & sign up for training by selecting Live Training Schedule from the Training menu on or contact the trainer for your state. Agency Help Desk , option #2 12