Скачать презентацию Additional Sales Support with Assurant s Web Site Objective Скачать презентацию Additional Sales Support with Assurant s Web Site Objective

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Additional Sales Support with Assurant’s Web Site… Objective: Become familiar with Assurant’s agent support Additional Sales Support with Assurant’s Web Site… Objective: Become familiar with Assurant’s agent support Web site www. Assurant. Health. Sales. com to make your insurance business successful Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides)

Introduction… n This tutorial will show you how Assurant’s feature-rich Web site, www. Assurant. Introduction… n This tutorial will show you how Assurant’s feature-rich Web site, www. Assurant. Health. Sales. com, can train and support you on each of their product lines with the: q q q q Procedure toolbar Help You Sell section Assurant Merchandise Tabs for Individual, Temporary, Small Group, Voluntary and My. Book Find a Form My Agent Resources Sales News area, including n n n q A Message from Don Hamm Take a Test Drive Agent Library (covered in the prior presentation) Assurant Health Errors & Omissions Coverage Policy Replacement process Work Smart. Work Simple Technical Support Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 2

First, log into Assurant’s Web site… n n If you forget your User ID, First, log into Assurant’s Web site… n n If you forget your User ID, you can contact Assurant’s Help Desk at 1 -888 -6479708 or send an email to [email protected] com; They will gladly help you If you forget your password, click on the link next to Password and enter your User ID to establish a new password. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 3

Assurant’s site has a wealth of supporting procedures… q Assurant’s Web page is loaded Assurant’s site has a wealth of supporting procedures… q Assurant’s Web page is loaded with many options beginning with the top menu bar, which includes: n n n Create a Quote Check Underwriting Status Find a Form Government Relations Agent Library. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 4

Assurant’s wants to Help You Sell… q Located in the upper left-hand corner, this Assurant’s wants to Help You Sell… q Located in the upper left-hand corner, this section includes: n n n Create custom forms, Download desktop software Create a FREE website, Create a Sales Link Download Assurant Logo. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 5

Assurant’s has some great Merchandise… q Below the Help Me Sell group you’ll find Assurant’s has some great Merchandise… q Below the Help Me Sell group you’ll find the Assurant Merchandise link: n n n q Tools of the Trade Sports & Leisure Active Wear Gift Certificates Giveaways Specials. (Your prizes will come from this section. ) Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 6

An Individual tab on Assurant’s Web Site focuses on the Individual… q Located in An Individual tab on Assurant’s Web Site focuses on the Individual… q Located in the upper left-hand corner, this section includes: n n Create a Quote Find Saved Quotes or Clients Submit Application Online Check Underwriting Status. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 7

An Individual tab on Assurant’s Web Site focuses on the Individual… q Located in An Individual tab on Assurant’s Web Site focuses on the Individual… q Located in the upper left-hand corner, this section includes: n n n Create a Quote Find Saved Quotes or Clients Submit Application Online Reports Generate Rewrite Letters Check Underwriting Status. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 8

The Small Group tab on Assurant’s Web Site focuses on Small Group… q Located The Small Group tab on Assurant’s Web Site focuses on Small Group… q Located in the middle of the tabs, this offers the following: n Small Group q n Check Underwriting Status Health Savings Accounts. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 9

The Voluntary tab on Assurant’s Web Site focuses on the Voluntary products… q The The Voluntary tab on Assurant’s Web Site focuses on the Voluntary products… q The next tab is labeled Voluntary; it includes: n n n n Create a Quote Enrollment – Individual Enrollment – Worksite Find Saved Enrollments Application Queue – Individual Application Queue – Worksite Policy Status Commissions. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 10

The last tab on Assurant’s Web Site is My. Book… q The last tab The last tab on Assurant’s Web Site is My. Book… q The last tab is labeled My. Book, which includes: n n n View All Alerts Search Alerts Manage All Policies Search Policies Policy Replacement Process. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 11

Find a Form on Assurant’s Web Site… q This section helps you find any Find a Form on Assurant’s Web Site… q This section helps you find any form by category or form name: n n n Select the State. Select the Category, or Enter a Form Name. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 12

Use My Agent Resource on Assurant’s Web Site… q This section gives you all Use My Agent Resource on Assurant’s Web Site… q This section gives you all the information you need to contact your managing agent. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 13

Additional Resource on Assurant’s Web Site… q This section provides links that include: n Additional Resource on Assurant’s Web Site… q This section provides links that include: n n n A Message from Don Hamm (CEO) Take a Test Drive Agent Library Assurant Health Errors & Omissions Coverage Policy Replacement Process Work Smart. Work Simple. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 14

Finally, Technical Support for Assurant’s Web Site… n If you have technical problems using Finally, Technical Support for Assurant’s Web Site… n If you have technical problems using the resources at Assurant’s Web site, simply call the toll free number they provide for Technical Support. q The phone number is: (866) 912 -0983. Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 15

Summary n This tutorial has shown you where Assurant’s feature-rich Web site, www. Assurant. Summary n This tutorial has shown you where Assurant’s feature-rich Web site, www. Assurant. Health. Sales. com, can train and support you on each of their product lines with the: q q q q Procedure toolbar Help You Sell section Assurant Merchandise Tabs for Individual, Temporary, Small Group, Voluntary and My. Book Find a Form My Agent Resources Sales News area, including n n n q A Message from Don Hamm Take a Test Drive Agent Library Assurant Health Errors & Omissions Coverage Policy Replacement process Work Smart. Work Simple Technical Support Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 16

What’s next? … n You’ve completed all of the overview tutorials for the 3 What’s next? … n You’ve completed all of the overview tutorials for the 3 page Assurant Training handout from Simmons Benefit Group, Inc. However, go through the detailed tutorial for Assurant’s Free Website. That’s the last step you’ll need to complete this tutorial! Additional Sales Support with Assurant's Web site. © SBGI 2009 (17 slides) 17