|
SERVICE PORTAL
|
|
Service Rep Portal
>>>DASHBOARD LOGIN<<<
Self Service Customer Management System(s)
Agency Matrix
QQ Catalyst
AMS360
NowCerts
NextAgency
EZLynx
Hawksoft
Zywave
|
Carrier Policy Servicing on Carrier Dashboard/Site See Below
- Carrier Policy Servicing Assistance
- Carrier Portal Password Resets
Agent Service Assistance:
Refer Request and Clients Billing, ID Card, COI, and any Policy Servicing
(855) 357-7463 option 2
Task@primeworldinsurance.com
|
|
For Help with any of the following on QQ Catalyst System use Phone and Information below:
- Technical Support Call (800) 444-4813
- Help with Policy Downloads
- Help with Policy QQ Catalyst Dashboard and Policy Actions
Finance Company Service Portals:
Agile Financing
|
Our Service Team:
Answers and Communicates Inbound calls, emails, and messages
Checks for Daily Alerts and Cancellations
Assists with Renewal questions and notification to agents
Communicates at Renewal and Offers Review and Cross Sell Opportunities.
Alerts Clients of Workers Comp Audits and Underwriting Issues (Agent Alert also)
Gathers Required Documents (Agent Alert if client unreachable- Agent should get signatures up front-Best Practice for E&O)
Alerts Agent of Policy Cancellation or High Renewal Alert
Service PDFs
QQ- Using Acord Forms
QQ COI- Add Certificate Holder
COI Example
QQ COI - lienholder Training Video
QQ How to add new policy
|
|