All client communication and requests are saved. History can only be updated by an administrator.
Automate yearly client reviews. 24/7 customer service center keeps current clients happy.
Secure communication between clients and agents. Post messages for each client request.
Clients can request policy changes, file claims, download or request certificates, and request quotes 24/7.
CAROL is a web based app that runs in the cloud which means no software and instant updates.
Assign client requests to CSRs, and track progress with status updates.
Take advantage of a yearly client review to bundle and update policies.
Prebuilt quote forms and unlimited custom forms for all types of insurance and industries.
A hosted Customer Relationship Management (CRM) system assists independent insurance agents in service, sales, and marketing. The system handles quote requests, certificate requests, claim filing, annual reviews, and policy change requests.
For the independent insurance agent that may have limited back-office support, the web application automates everything for the agent, so they can spend more time developing new business and strengthening current client relationships.
If you have commercial clients, you know the burden and work load that insurance certificate requests have on your staff. By using our instant certificate solution within CAROL, you can free up several hours per day of your agents’ time and provide instant service to your most valuable clients.
Our online check technology is absolutely the best system for instantly accepting checks online, by phone, and by fax. It includes a secure online form for your customers to complete, you are instantly notified of new checks via email, and no re-keying of data is required. Your checks are in ready-to-print PDF format – just print and take to the bank! This system is web-based, so all you need is Internet access and a printer.
|Unlimited Secure Online Forms|
|Manage & Track Renewal Reviews To Upsell & Cross-sell|
|Secure Communication Between CSR/Clients|
|History of Client Requests|
|Custom Homepage For Each Client|
|Request Policy Changes|
|Request Auto ID Cards|
|Request Custom Certificates & Bonds|
|Form Submission Autoresponder Emails|
|Custom Form Confirmation Pages|
|Client Newsletter & Basic Email Marketing|
|Send Documents To Clients|
|Instant Certificates of Insurance|
|Electronic Check Payment Processing|
|Call Center Compatible|
All-In-One Solutions That Include A Professional Website, CAROL Client Portal & More Leads.
Yes. You will be able to create an unlimited number of user accounts. There are three different levels, administrator, CSR admin, and CSR, and each have different access credentials.
Yes, CAROL is a secure hosted application in a dedicated environment that uses 256 bit SSL encryption which is the same level of security used by online banking.