Difference between revisions of "MyInsuranceDashboard.com Integration"
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MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. Below you will find specific information about these individual tasks. | MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. Below you will find specific information about these individual tasks. | ||
Revision as of 15:11, 12 July 2013
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. Below you will find specific information about these individual tasks.
