How would an agency use the 3-Click Desk Reference?
The 3-Click Desk Reference takes the information your agency is likely to need and builds it into a Help system that runs on Internet Explorer. For example: • An insured calls your agency complaining that his auto premium is too high now that his tickets have been discovered by the insurance company. He wants to know if it there is less expensive coverage available. The 3-Click Desk Reference can show all of the carriers discounts and surcharges side by side. Just scan the columns of information to see which carrier offers the lowest surcharge. The 3-Click Desk Reference organizes your unique corporate information into an easy-to-use system. • An agency can build its standard company documents, such as its procedures manual, job descriptions, and time-off policies, into the 3-Click Desk Reference so the information is accessible and easy to find. Three clicks pretty much gets you to the information you need. • During the day, your CSRs need to answer these questions: • What is the anti
