Engage clients with a configurable portal that provides real time information and account updates. Offer interactive modules for sharing data and reporting recommendation compliance.
- Offer your clients a customized experience with real-time information and updates regarding their accounts
- Provide policyholders with instant access to recommendation letters and client facing reports
- Empower users with intuitive recommendation compliance features and statistics for recommendations made on any of their locations
- Account Overview Dashboard
- Recommendation Response Portal
- Location-Specific Risk Information
- Correspondence Module
Account Overview Dashboard
High level overview of important loss control activity pertaining to the insured and broker . Users are delivered a unique experience with the use of different layouts, dashboards, and widgets.
Location-Specific Risk Information
Comprehensive results of all location-based data. Users are presented with high level summaries of each location that open into larger sets of data.
Recommendation Response Portal
Improved recommendation follow-up process for the policyholder. Users are able to manage and reply to recommendations.
Streamlined communications from within Loss Control 360. Users are able to send and receive messages without leaving the system.