Dallas-based America First Insurance, a member of Liberty Mutual Group, has added real-time policy inquiry, endorsement quoting, and electronic endorsement submissions to the roster of functions available through Personal IQ, the company’s web-based technology for personal lines.
In an announcement, the company said the ease of doing business enhancements allow America First appointed agents the following real-time functions for home, auto, umbrella, and packages through Personal IQ:
–Endorsement quoting, endorsement submissions, and cancellation requests;
–Policy inquiry search by policy number or policyholder name;
–Access and display of current, first, prior, and renewal terms’ policy data;
–Current policy data modification capability for endorsement requests;
–Motor vehicle registry report ordering for newly added drivers;
–Summary of policy transaction history.
Personal IQ allows for free navigation, which gives agents the ability to move freely among all data fields and screens associated with a policy, including hot links between the new business and endorsement workflows. Additionally, agents can now view more data on a single screen, such as all drivers and vehicles covered on a policy, rather than scrolling across multiple screens.
Currently, 100 percent of America First personal lines new business applications are submitted through Personal IQ. By bringing policy inquiry, endorsement quoting, and electronic endorsement submissions into the Personal IQ environment, agents realize a more streamlined workflow, greater flexibility and efficiency, and improved time service, according to the company.
America First Insurance offers property and casualty products, including a comprehensive set of personal and commercial coverage, distributed only through appointed independent agents. Headquartered in Dallas, America First Insurance offers insurance products in Arkansas, Louisiana, Oklahoma, and Texas.
Source: America First Insurance
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