Agent Portal Redesign – Alerts & Bulletins

Alerts

The alerts section was a feature requested by the agents. The idea is that the agent would be able to see alerts specific to their market displayed on the dashboard. Alerts typically include prohibition on policies being written in certain zip codes due to natural events, i.e. hurricanes, wildfires, etc., or other pertinent notifications. Previously, agents received alerts only via email – and ALL agents received alerts regardless of their market.

Bulletins

There are frequent changes to insurance products and coverage details. These changes have to be documented and provided to the agents. Before the redesign, the agents would receive these product updates via email, typically with .pdf attached file. Additionally, the business required a repository – covering three years – of bulletins to be available to the agent.

1 – Alerts section – 2 – Bulletin Board section

Alerts – Policy Alert example
  • Agent is notified that one or more of his/her policies is currently in cancellation or non-renewal status and Policy Report link is provided.
Policy Report link directs agent to Cancel, Non-Renew status section