rapid-quote.co.uk AMII MEMBERS PRESENTATION

Transcription

1 rapid-quote.co.uk AMII MEMBERS PRESENTATION

2 What we re going to talk about Who we are Reasons why we developed Rapid Quote What it does Overview of how it works GDPR Future Development and Insurance Resource update Pricing for Amii members Contact details and any questions (if time)

3 Who we are Both directors are from a PMI and financial services background since 2001 A company was formed 4 years which focused on CRM s and software solutions for the insurance industry. The long term goal was always to build a whole of market quote portal for the entire PMI broker market to use hence rapid quote was formed.

4 Why does Rapid Exist The PMI market is the most outdated part of all financial services and up until now if you didn t work for a network that was lucky enough to have developed it s own quote engine you had the laborious task of going to each provider to obtain quotes. We recognised there was a need for the independent broker market to have the same access to a full market comparison. To design a system that not only produces a whole of market review but also produces a fully compliant sales process from start to finish. Enables sales people to sell rather than spending hours on admin Streamlined compliance process that take between 5-10 mins to complete a full sale that would have historically taken around 50. Eliminates rekeying data to a bare minimum.

5 What it does Obtains quotes from 11 providers for all underwriting criteria within seconds. Produces clear and concise comparison reports from 11 (soon to be 12) providers. It also produces a brief benefits comparison chart, nearest hospital list and amazing looking illustrations that outline what the client is exactly going to be covered for. Full fact finds that print out in a clear and understandable format and can be attached to any crm Suitability reports that are fully compliant and can be done within minutes without the need of templates or cutting and pasting.

6 What it does Show at a glance the commissions to be paid on each policy (which obviously none of us are bothered about) Fully customizable settings which include: Broker discounts from insurers Logos and whitelabelling Customisable benefits (that show in the benefit chart) The ability to create own reasons why for suitability reports

7 Overview of how it works The dashboard

8 Clicking a featured product or insurance news will open up in a popup box. Featured products will change monthly and insurance news will be daily

9 The new notifications bar allows you to see if a support ticket has been answered, if someone has responded to something you have posted or if you have an incoming SME quote. Notifications will do lots more in the coming months

10 At the side there is settings where everything can be modified, the amount of commission you receive, customising discounts insurers offer your agency and much more

11 If you click on the profile icon you will have more options to customize your account, this will include inserting your own logos, addresses and contact details that you want to display on the quote comparison and other forms

12 You have two types of quote available quick or quote and fact find. For the purpose of this demo we will speak about quick quote. Once in the side bar click on quick quote and you will be presented with this form

13 As you select different options, different boxes will open. Select underwriting type, hospital list, some insurers have specific questions which will open up should various options be selected. There are options on the form itself to see which are the closest hospitals to that postcode and also if you are using the full quote and fact find option we have auto address population based on the postcode you enter. Once you are happy the form has been filled in correctly click get quote.

14 It will then produce a range of quotes from providers based on the criteria you have entered. From here there are a number of options you can do.

15 It is worth mentioning that if there are companies you don t want to display or don t quite match the criteria you simply x them out and they wont appear on the PDF. If you click print comparison it will display the PDF ready to send to your client

16 If you click on the insurer logo the sidebar will pop up giving you a brief overview of the product, you have the option to view all of the benefits with one click. From here you can print the illustration or brochure that accompanies the policy.

17 Our much improved illustrations give a much cleaner and professional look to you client This is reactive to what appears in the quote and can cope with policies of upto ten children on one single page. This does form part of our premium package but will be given as standard to Amii members.

18 There is much more to show you but we don t have time Myself or Angelo will be happy to talk you through the more advanced features such as fact finding, suitability reports and integrating into your CRM (commercial licence). My suggestion would be to try it first and see how you get along and then give us a call if you need assistance

19 GENERAL DATA PROTECTION REGULATION (GDPR) The General Data Protection Regulation (GDPR) will come into force on 25th May 2018 with the aim to protect and empower all EU citizens data privacy and reshape the way organizations across the region approach data privacy. As well as being compliant with the requirements around the storage and handling of personal data, it s vital that your firm are clearly able to evidence this. 256 bit ssl encryption 3 servers- Fasthosts (based in the UK) is our main live server, D9 solutions- back up server also based in the uk, godaddy back up server based in the US. If one server goes down there is another to immediately take its place. We have never had a server outage. No paper storage, electronic only No servers in house holding client or broker data. All servers main and back up are cloud based (virtual servers). Data is accessed by the processor via a login screen with username and password protection. A password reset will be sent via secure ssl encrypted

20 GDPR continued The data controllers for Rapid Quote are Angelo Calabrese, Steve Warden, Tristan Flor and Julius Martin. Audit plan in place Servers installed with high end antivirus and Malware protection software. We can only access previous client quotes if related to a pricing mis-match We do not have access to any client details other than quote reference name. Express permission has to be given by the processor (broker) to us in order to access that particular quote to check irregularities. Data is only held on behalf of the broker, it is the brokers sole responsibility to process and handle data within gdpr guidelines.

21 Future Developments and Insurance Resource Update International quote portal Limited SME quote (new mori) SME automated application form filling Management Information for Insurers CRM style client management SMS client marketing and text alerts INSURANCE RESOURCE Acquired IR at the end of 2017 and are slowly updating it. We aim to fully update by the end of April 2018 On launch it will only include PMI benefit comparisons for person SME and corporate

22 Pricing for Amii members There are various different option, but what we are offering for amii members is the full package which will include future updates. The price is 30 per licence. We do not allow sharing of licences, however if you should require a few licences prices are negotiable. We offer an unlimited commercial licence which will include API integration so the ability to create your own front facing comparison site or integrate with your back office CRM. We also offer lots of other software solutions such as websites, crm s and mobile apps so feel free to talk to us.

23 Contact us Steve Warden Angelo Calabrese