1-888-643-2217 Email ABEX
Keeping you updated

Monthly Archives: July 2013

ABEXAccess.com News: Quote and Issue Policy Changes!

funny ostrichIn gearing up to our official launch of ABEXAccess.com, every couple of weeks we will provide you with a little more information of what your experience will be like with this groundbreaking platform for Real-Time rating and paperless policy issuance.

Why is it awesome?

In a past issue we explained how you can quote and issue policies in Real-Time. In this issue we will show you how you can make changes to an issued policy for your client, get a new quote, and issue the policy; all in Real-Time through ABEXAccess.com!

How does it work?

Policy changes can be done securely and efficiently by going to ABEXAccess.com and selecting the active policy for your client. When viewing the policy you have an option to “Modify Policy”. When you select this option a new “version” of the policy is automatically created and you have the ability to make any changes to the information that was originally submitted for the policy. After making the changes, you can then obtain a new quote for the policy.

If your client wants to proceed with purchasing the revised quoted policy, you can accept the quote and send it to ABEX to approve in real-time.

After ABEX reviews and approves the quoted policy change, it will be sent back to you to complete the policy issuance – all in real-time!

And you’re DONE! You will be able to provide your client with the new declarations page, summary details of their information, and even issue certificates. All of this information can be either printed or emailed to your client directly out of ABEXAccess.com.

Show me!

Please note that the screen shots below are examples only.

Click here for larger screen shots

First select the policy for your client:

Select a Policy

 Then select “Modify Policy”:

Modify Policy

Make the required adjustments to the policy questions including the policy change effective date and select the “Get Quote” button.

Summary Version

You can accept the quote and send to ABEX to approve the new policy for issuance. An ABEX staff member will review the submitted policy information in ABEXAccess.com and send it back to you for approval. When you receive the approved policy, you can then proceed with policy issuance:

Issue Policy Now

And you’re done! The new declarations page, summary of the application, and even certificates can all be sent to the Insured electronically directly from ABEXAccess.com.

ABEXAccess.com will be released in the coming weeks.  If you are interested in test driving it contact us today.

ABEXAccess.com News: Portal for your Client

3 ostriches support -iStock_000013558928SmallIn gearing up to our official launch of ABEXAccess.com, every couple of weeks we will provide you with a little more information of what your experience will be like with this groundbreaking platform for Real-Time rating and paperless policy issuance.

Why is it awesome?

Through ABEXAccess.com you will be able to provide your client with a web portal to access any of their ABEX policies. You can co-brand the client portal site with your logo and information about your brokerage!

How does it work?

After you have issued a policy for your client through ABEXAccess.com, at your option you can provide your client with secure access to login to ABEXAccess.com and view information online! Your client can receive an email with a link to an easy sign-up screen. After creating a user account on ABEXAccess.com, your client will be able to login and see a co-branded web page that gives them the ability to access their policy information.  

Show me!

Please note that the screen shots below are examples only.

Click here for larger screen shots

After you have issued a policy through ABEXAccess.com for your client, you will have the ability to email information to the client to sign up to ABEXAccess.com. 

Email Info

After your client has signed up, they will see a landing page that can have information about your Brokerage.  The admin user for your brokerage will be able to post the information that will be presented on this page directly through ABEXAccess.com! 

Landing page

Your client can link their new policy to their account by entering a unique ID for the policy:

Link to a new policy

After they have linked their policy, they can view the policy details!

ABEXAccess.com will be released in the coming weeks.  If you are interested in test driving it contact us today.

Cyber Security for Small Businesses

Security concept: blue opened padlock on digital backgroundHigh-profile cyber attacks and data breaches at Sony, Honda Canada and HRSDC have raised awareness of the growing threat of cyber crime—but recent surveys conducted by Symantec suggest that many small business owners are still operating under a false sense of cyber security. 

Don’t Equate Small with Safe

The statistics are grim: The majority of Canadian small businesses lack a formal Internet security policy for employees, and only about half have even rudimentary cyber security measures in place. Despite significant cyber security exposures, 50 per cent of small business owners believe their company is safe from hackers, viruses, malware or a data breach. This disconnect is largely due to the widespread, albeit mistaken, belief that small businesses are unlikely targets for cyber attacks. In reality, data thieves are simply looking for the path of least resistance. Symantec’s study found that 40 per cent of attacks are against organizations with fewer than 500 employees.

Hackers and data thieves aren’t the only threats. Smaller companies often boast of an almost family-like work environment and have a tendency to put a lot of trust in their employees. This can lead to complacency when it comes to data security, which is exactly what a disgruntled or recently fired employee needs to execute an attack on the business.  Read more >>


Blog

FOLLOW OUR BLOG

Receive notifications of new posts automatically.



ABEX - AFFILIATED BROKERS EXCHANGE IS ON FACEBOOK.

Like us on Facebook

Connect with us on LinkedIn