All Of Your Clients’ Various Insurance Policies
In One Place
Save time on organization & finding policy info.
With AlStar’s ATOMS™ system, brokers & agents no longer have to navigate through multiple management systems, various file folders &/or spreadsheets to find details of clients’ different policies.
Regardless if it’s Auto Insurance, P&C, Life, or Wealth management, locate all of your clients' policy information using a simple search box. Search via their name, policy number, email address, driver's licence or any other piece of unique information you have to find the client &/or policy that you are looking to service.
Just imagine: How much time would this save your agents, & how much more productivity could be increased?
Streamline & maintain high-level process efficiencies.
Imagine your insurance agency with less file cabinets, papers & spreadsheets.
Or how about increasing inbound business as opposed to outbound?
With the simplified organization of policies & various capabilities that AlStar’s ATOMS™ system provides, you’re able to optimize your processes with maximum efficiency.
Uncover hidden cross-selling opportunities.
According to Database Marketing Institute, the odds of a client continuing to do business with your brokerage, will increase based on the number of policies they purchase from you.
By viewing all of your clients’ policies in one place with AlStar’s ATOMS™, you are also able to identify cross-selling opportunities based on their specific needs.
Notice that they don’t have any commercial policies for their small business? Or maybe they don’t have any life insurance policies?
With ATOMS™, your clients will appreciate being able to benefit from the different types of services & protection you offer them.
