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Technology |
Some decisions took longer than they should have...
...like when you said, "My typewriter is as good as any computer" and "I'll never use a mobile
phone" or "I don't need e-mail when I have the postal service."
You are facing a similar choice right now: to use National's One "E" System or not. There are
certain decisions that are easy and this is one of them.
Will your business benefit from:
- Better communication to your clients with no added time by you?
- Taking out the redundancies from the insurance process?
- Having a personal website to increase business?
- Having all client and policy information at your fingertips no matter where you are?
- Viewing client's underwriting status at one location no matter who the carrier is?
- Being more organized?
- Having more time?
Some of the features available to you:
- Single Sign On: Sign in once, access everything
- Electronic contracting
- Case status emails (when you want them, and where you want them)
- One-E-System
- Live case status for Annuities, Life Insurance, Preliminary Underwriting, Life Settlements and MyConcierge
- Mass Marketing Emailer
- Auto Event Emails (Christmas, Thanksgiving, Policy Anniversary, Birthday and Case Status Events)
- Fillable PDF Forms
- Integrated Term Quoter
- Integrated Paramed Ordering and Status
- Customized Reporting
- Agent websites
- Your own domain name
- Built in term quoter
- Email accounts
- Seminar registration
We take underwriting to the highest level and consider ourselves your back office partner. All
information is completely transparent and accessible from within the
One "E" System. For example:
- All case notes
- Case documents
- Reports
- Offers (Life and Settlements)
National has built our technology with the same principles that have built our industry but
have made the process much easier.
We are not asking you to do anything you are not already doing,
we are just asking you to do it only once. All systems are web-based and made with the highest
level of security and speed. You can dramatically improve your business
today with only a few steps.
- Open an OES account
- Import existing clients, begin mass marketing
- Launch your website, attract new prospects
- Write new business, get live case status
- Deliver policy and closing documents
- Receive full commissions
Contact a National rep to get started: (800) 377-6344 or
Email Us
We operate with three major TOP principles:
| Transparent: |
Earning your trust through integrity,
communication and full disclosure |
| Objective: |
Searching for the best possible solution
under your direction |
| Professional: |
Working at the highest level of professionalism
to facilitate every case |