Travel insurance and assistance company Allianz Partners has launched a new notification feature on its platform for travel advisors, AgentMax Online, which will help agents keep up to date on their clients’ travel insurance needs. Using AgentMax’s QuoteMax rapid quoting tool and its MaxMail e-mail marketing function, travel advisors will now have faster access to the changing travel insurance requirements of their clients.
Designed to simplify travel advisors’ lives and boost their efficiency, a new notifications tab helps keep track of both new sales and expiring benefits, by providing alerts and offering a single location to access these updates. Now, whenever agents are logged into AgentMax Online, they’ll notice a blue Notifications tab at the top of any page they may be on. A red dot with a notification counter will appear inside the tab when a client purchases a travel insurance product using MaxMail or QuoteMax, or when a client’s deadline to purchase a product in order to receive coverage for pre-existing medical conditions is nearing.
From the Notifications page, agents will notice three tabs:
- MaxMail: Advisors can access notification details as soon as a customer purchases travel protection from a quote that was sent through any of the MaxMail automated email tools in AgentMax Online.
- QuoteMax: Advisors are able to view updates when their customer purchases travel protection from a quote generated through their e-mail or web version of QuoteMax.
- Benefit Alerts: For outstanding quotes with soon-to-expire, pre-existing medical condition benefit eligibility, agents will receive a reminder—along with their customer’s contact info and the option to e-mail them their original quote with a quick message.
“AgentMax allows travel advisors to spend more time creating memorable trips for their clients and less time tracking and managing travel insurance offers,” said Daniel Durazo, director of marketing and communications Allianz Partners. “With the arrival of AgentMax Notifications, agents can stay on top of their clients’ travel insurance needs in order to provide the valuable protection that travelers deserve.”
For additional information, please visit allianztravelinsurance.com/agentmax. Don’t miss Allianz’ updates for TravelSmart, and check out “The Importance of Travel Insurance Post COVID-19.”