July 28, 2021
When Your Car…Is Your Office. You Got This!
Conduct business from application to delivery, no matter where you are.
When you are on the road, technology is crucial. With these tools at your fingertips, you can conduct business from wherever you are, whether that be your home office, a client’s office, a school or…your car.
Here’s a refresher of some of the digital options available to conduct business on the go:
- Are you using the all-new agent mobile app? Save time and manage your business on-the-go, anytime!
- Remote applications are being accepted – regardless of size.
- Use eApp to complete and submit any application remotely.
- Payments can be made via the Customer Web Portal, via phone, EFT/ACH or by wire.
- Check out our tips to ensure a smooth payment experience for you and your clients.
- Complete the delivery process of the policy via eDelivery to process new business electronically straight from the virtual customer application.
- Our latest features help you conduct eDelivery and engage your Client!
Looking for other tips as your car becomes your office?
- Always have a charger! You never know when your phone or laptop might run out of juice on you.
- Be healthy and have snacks. Make sure you’ve got snacks and water with you, and you take breaks to stretch and move around.
- Use your vehicles features for work. A Bluetooth-enabled stereo can be great for taking calls… and while charging, you can integrate with your mobile phone if your vehicle has Apple CarPlay or Android Auto.
