Brokers See Great Benefits in Using My Proof of Insurance

|

Image

In the four months since we launched the My Proof of Insurance eDelivery solution, hundreds of brokerages across the country have sent thousands of digital policy documents and auto insurance cards (eSlips) using the solution. Elevate Insurance in Grande Prairie, Alberta is one of the many brokerages who love how easy it is to use for staff and customers:

“The ease of the system alone is worth signing up. Clients are happy with the quick return of getting the pink cards. To have a pink card in their wallet on their phone – and have access to it at any time – is a huge benefit to everybody.”

- Otilja Majewski, Marketing Broker Lead

 

Not signed up yet? Here are 7 reasons to get started

 

  1. No additional cost
    My Proof of Insurance is available as part of your CSIO membership.
  2. Improve your client experience
    eSlips may only have formal approval for drivers in Nova Scotia, but that should not stop brokers elsewhere. In provinces that have not yet approved eSlips, you can send digital policies and proof of insurance to your customers as a convenient option that they will appreciate. Sending and storing documents electronically means they get them quickly and have secure access to their pink card whenever they need it.
  3. Ease of use
    My Proof of Insurance has a simple user interface that can be set up in minutes. If you want to learn more, register for our next eDelivery webinar for a demo.
  4. Use with any carrier, any time
    Brokers may send documents to customers, regardless of whether or not your carrier partners are using the solution.
  5. BMS integration
    With BMS integration, brokers can send eSlips and policy documents quickly and seamlessly within your BMS – and all major vendors in Canada have announced integration. Click here to see if your BMS has made its integration available.
  6. Branded, consistent, customized communication
    My Proof of Insurance allows you to send a formatted email with carrier and brokerage logos, customizable email text that you can personalize as you like.
  7. Reporting
    The solution also allows you to track delivered and opened emails, and eSlips that have been downloaded.

What are you waiting for? Start giving your customers the experience they want today!

GET STARTED