PolicyVizion

Aggregated Real-time Insurance Analytics and Self-Service Portal for Policyholders

PolicyVizion^TM enables Policyholders and their upline with powerful analytical capabilities across their various books of business

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​PolicyVizion^TM, our award-winning, patented, SOC II accredited solution for Policyholders and their Upline

​PolicyVizion2Go, our award-winning mobile app for Policyholders on the go

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.

Key Features

• Real-time aggregated policyholder analytics  
• Slice and dice by block of business, product and demographics
• Automated interfaces to 150 Carriers eliminates manual work
• High security with 3-factor authentication and encryption
• Out-of-the-box interfaces to standard CRM systems  
• Quality Reports of policies, claims & production by status
• Access to downline Policyholders through PolicyVizion2Go App
• Add-on News Module that integrates your RSS and Social feeds
• Access EOB statements and download / upload forms
• Support for roles including consent giver and others 
• Update claims and profile details across various roles 
• Open interfaces to other Wellness and 3rd Party systems

PolicyVizion2Go^TM Additional Features

• Designed for agents on the move
• Activity access through smartphones or tablets
• Integrated view of policies across multiple carriers
• Enjoy support for your Android and iOS devices
• View activity for situated state using Location Intelligence 
• ADA compliance 
• Receive smart alerts for policy, premium and payment activity

Contact us to understand how we can help transform your data into actionable information.

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