With the help of our software, John can find the contact information of clients who submitted an online form expressing interest in buying car insurance.
Which clients should I call today to create account for?
Because our software can control a phone connected to the computer, John can make a call to the client with just one click and this will automatically open the form used by John to fill the client's account information.
Now I should call the client and ask for the information required to open a new account.
Now that the client account is created, John gets the details of the car for which the client wants to buy insurance.
Ok great, now that I created the account, I should fill in the details of the car that the client wants to buy insurance for.
John uses our software to get the estimate cost of the insurance policy based on the entered information and then he takes the approval of the client.
The client wants to know the estimate price of the insurance policy before agreeing to buy
After the client's approval of the price, John uses the software to send the policy terms & conditions document for the client who is required to digitally sign it.
The client agreed on the price, so now I need to send them the terms & conditions document for signature.
Now that the client agrees to terms & conditions, Johns work is finished. He sends the client's file to Sally the insurance processor who will wait for client's payment & then send the issued policy to the client's address.
The system notified me when the client has signed the document so now it's time to send the client's file to Sally.
As soon as the client pays the policy price, I will issue the policy & mail it to the client's address