Aggregated Real-time Insurance Analytics and Self-Service Portal for Policyholders
PolicyVizionTM enables Policyholders and their upline with powerful analytical capabilities across their various books of business
PolicyVizion is a state-of-the-art, highly-secure, technology platform that provides intuitive business intelligence dashboards to Policyholders, Agents, Carriers and TPAs, empowering them to make crucial business decisions around policy and service levels.
PolicyVizion is a patented solution that allows Policyholders, Consent Givers, Agents, Carriers and TPAs to track their policies, view claims, upload and download forms, make payments, view statements and derive intelligence from analytical sources. This automated, just-in-time reporting solution provides the most current view of Policyholder activity with real-time analytics while eliminating manual downloads and spreadsheets.
PolicyVizion is offered on a subscription basis on a secure cloud, 24/7. Your information is secure with us.
Carriers and TPAs use PolicyVizion to get a full view of their various blocks of business and its distribution all the way down-line.
Agencies and down-line Agency Principals use PolicyVizion to benchmark operational performance and make tactical decisions quickly to drive bottom-line performance.
Agents use PolicyVizion to look at Insured activity and ensure high service levels. PolicyVizion can be intelligently deployed to view overall client portfolio and determine other revenue opportunities through cross-selling plans.
Policyholders use PolicyVizion and PolicyVizion2Go to get a complete view of their policies, claims and statements with self-service capabilities, offered with location intelligence and SMS alerts on their smartphones or tablets.
PolicyVizion2GoTM Additional Features