Allianz Partners has launched a new notification feature on its platform for travel advisors, AgentMax Online, which will help advisors keep up to date on their clients’ travel insurance needs.
Using AgentMax’s QuoteMax rapid quoting tool and its MaxMail email marketing function, travel advisors will now have faster access to the changing travel insurance requirements of their clients.
Designed to simplify travel advisors’ lives and boost their efficiency, Allianz Partners said, a new notifications tab helps keep track of both new sales and expiring benefits, by providing alerts and offering a single location to access these updates.
Now, when advisors are logged into AgentMax Online, they’ll notice a blue Notifications tab at the top of any page they may be on. A red dot with a notification counter will appear inside the tab when a client purchases a travel insurance product using MaxMail or QuoteMax, or when a client’s deadline to purchase a product in order to receive coverage for pre-existing medical conditions is nearing.
“AgentMax allows travel advisors to spend more time creating memorable trips for their clients and less time tracking and managing travel insurance offers,” said Daniel Durazo, director of marketing and communications for Allianz Partners. “With the arrival of AgentMax Notifications, agents can stay on top of their clients travel insurance needs.”
From the Notifications page, agents will notice three tabs, including MaxMail where advisors can access notification details as soon as a customer purchases travel protection from a quote that was sent through any of the MaxMail automated email tools in AgentMax Online.
On the QuoteMax tab, advisors are able to view updates when their customer purchases travel protection from a quote generated through their email or web version of QuoteMax.
With Benefit Alerts, outstanding quotes with soon-to-expire pre-existing medical condition benefit eligibility, agents will receive a reminder—along with their customer’s contact info and the option to email them their original quote with a quick message.