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You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
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You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
close
You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Overview
Via your portal, AgentOne® enables agents to guide customers and related cases through the insurance sales process from XRAE® health class estimation, needs analysis, and quotes and illustrations to iGO® (e-App) with e-Signature and e-delivery. Agents are alerted to delays, while managers remain informed through customized reporting.
Additional functionality -- including Salesforce automation, campaign management and call center integration can be added any time. AgentOne also runs on your existing Salesforce.com implementation or can stand alone.
With tight data integrations to iPipeline solutions, a familiar Salesforce.com interface, and mobility via the Salesforce1 Platform, AgentOne provides the ultimate end-to-end agent experience and accelerates product sales.
Key Features
- Full insurance functionality (field underwriting, quotes, etc.)
- Mobile access via Salesforce1 App
- Custom data-driven reports, dashboards and workflow
- Single sign-on to everything an agent needs
Key Benefits
- End-to-end, agent-optimized user experience
- Increased adoption of straight through processing tools
- True customer-centric experience
- Reduces integration costs
Product/Service details
SOLUTION OR SERVICE TYPE
Geographic Availability
North America