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AgentVizion

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Overview

AgentVizion

Aggregated Real-Time Insurance Analytics for Carriers, Marketing Organizations, and Agents

AgentVizion, Magnifact’s patented, award-winning platform, provides a real-time, 360-degree view of the business for insurance carriers, marketing organizations, and their agents, across all levels of hierarchy for all product lines including Life, Health, and Annuity.

The Problem

Insurance companies originate data from several disparate systems. Obtaining an up-to-date and combined view of the business across multiple carriers and enterprise systems is both error-prone and labor-intensive. Home office personnel and producers are forced to log into several portals and perform repetitive tasks to process the resultant data.

The Solution: AgentVizion

AgentVizion solves this problem by offering a single-sign-on platform that provides a 360-degree view of the business across all carriers and their enterprise systems, product lines, and products to the end user.

This highly secure offering leverages powerful robotic process automation (RPA) and data transformation technologies to generate intuitive dashboards and actionable alerts in real time, enabling business leaders and producers to make strategic decisions regarding production, performance, and operations.

Key Features

Key Features

·Cloud-based aggregated insurance analytics for home office and distribution

·Slice-and-dice and drill-downcapabilities across unlimited levels of hierarchy

·Total automation using Magnifact’s hyper-automation technology

·Seamless customer experience through deep-linking and single-sign-on with client portals

·Industry-strength security with HIPAA compliance, encryption, and dual-factor authentication

·Open Architecture with RESTful APIs with interfaces to enterprise and 3rd party systems

·Gamification capabilities through Incentive Modules and 3rd party data feeds

·AgentVizion2GO native mobile app with in-App or SMS alerts capability

Key Benefits

·Maximize sales with improved agent productivity

·Identify new revenue opportunities to expand and finetune products by uncovering sales trends

·Make strategic decisions using real-time views of production, e-Apps, and trending business

·Improve productivity through intuitive analytics for regulatory functions and contract servicing

·Drive service excellence by empowering producers, and monitoring distribution performance

·Save time and money through 100% automation, eliminating the need for dedicated analysts

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