EDI Standards Training Session
Say good-bye to paper! The My Proof of Insurance eDelivery solution enables members to send digital policy documents for personal and commercial lines, including proof of auto insurance (eSlips) to consumers over email, at no additional cost. Let your customers know you offer this option: Click on the share icon to share with your customers or post on your website!
This video demonstrates how to use the My Proof of Insurance eDelivery solution manually through the web browser interface.
User experience (UX) can be defined as the totality of the experience a user has when interacting with a digital product – it can be their impressions and feelings, whether they’re successful, whether they feel like coming back again.
eSignatures & Call Recording for Brokers
Part 1: Chatbots are computer programs designed to simulate natural conversation with human users, and innovative companies in the insurance industry are using them more and more to improve customer service.
Part 2: After defining your Minimum Viable Chatbot, you should then consider these steps…
Correction: mark 1:15 of this video mentions Smooch as the “bot builder platform” but, in fact, ProNavigator is the bot builder platform used by Excalibur Insurance, Cheep Insurance and isure. Smooch provides chat software which ProNavigator integrates with.
XML Standards Training Session
Attendees will learn:
- Password management tips
- Information from expert panelist Steve Borza, President, Bluink Ltd.
- Resources for password management
The CSIO XML and EDI standards allow a seamless data exchange between broker management systems and insurance companies, resulting in efficient workflow and lower costs across the property & casualty insurance industry.