Improve Self Service Inquiry

Reduce the number of calls agents make to your staff to answer questions. Policy, claim, billing history, and PDF documents are available to your agents to answer every day questions from insureds.

Equip Express© Inquiry

Displays detailed information on policies, claims, and billing transactions. Complete information regarding policy and term, total policy premium, next scheduled activity, and scheduled payment information is displayed in an easy-to-read format. Detailed screens display additional risk information and other interests for most commercial and personal lines of business.

Features:

  • Employs an inquiry only feature for exclusive use by your agents
  • Displays current policy term, as well as historical terms
  • Users only see their business, and not that of competing agencies
  • PDF images of bills and declaration pages can easily be viewed

Benefits:

  • Respond to policyholders questions quickly and accurately
  • Improved efficiency for staff with fewer calls to the home office
  • Complete view of the life cycle of the policy, any claims, plus billing activity

Equip Express© Inquiry gives your agents the ability to view their policies and claims 24 hours a day, 7 days a week, even when your company is closed.