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 Realize your potential with WebLink

SIS WebLink enables Partner agents to connect seamlessly to secure carrier Web sites and directly perform company-specific functions simply by clicking on the carrier icon in Partner. This gives you the ability to provide instant information from the insurance provider to the policyholder.

There is no charge to the agency or the company for WebLink real-time inquiry requests. The following inquiry options currently are available based upon carrier certification:

• Policy Inquiry

• Policy Documents

• Policy History

• Claims Inquiry

• Billing Inquiry

• Loss Run

 

Real-Time Tools Benefit All!

 

Industry leaders encourage agents to utilize any and all real-time options such as WebLink because it is the best way to influence carriers to embrace standards and implement this type of functionality.

 

Everyone agrees there are real advantages to real-time connection. Agents that have begun utilizing the WebLink feature are already enjoying the advantages it gives their agency.

“We use the WebLink feature for a variety of everyday functions that improve our overall office efficiencies,” Carla Conner, Customer Service Representative at Cincinnati’s Huesman-Schmid Insurance Agency said.                     

Even the carriers agree that WebLink saves time for the agent because they don’t have to re-enter time-consuming details such as passwords, policy numbers, named insured, dates of policies, etc. Sandy Stepp, Project Manager at State Auto Insurance, said,

“WebLink has made access to our AgentSite easy and seamless for our Partner agents. Early reports show agencies with WebLink appreciate how easy it is to get to the policyholder detailed pages directly from Partner.”              Back to the top

If your agency is not already using WebLink, there are a number of advantages to implementing this functionality with your carriers right now.

Some of these advantages include:

• Seamless workflow

• Quicker work speed

• Improved efficiency

• Increased accuracy

Growing WebLink

The more agents use WebLink, the more carriers will implement the service, making everyone’s job easier and improving customer service. In fact, the National Association of SIS Partner Agents (NASPA) is beginning a Grow WebLink Initiative to get you more involved in the process. The ACORD-User Group Information Exchange (AUGIE) also is interested in increasing real-time capabilities such as WebLink and is surveying agents about their opinions. (See the NASPA News section of this newsletter for details.)

“Once agents use WebLink, they quickly see how easy it is and how much it improves their daily workflow,” said Beth Knaack, Supervisor of Agency Services at SIS. “Agencies want to connect to all their carriers with WebLink. We encourage them to contact their carrier interface team to request this functionality.”

A list of carriers who offer the WebLink feature is included in each issue of Partner Preview. If there are carriers you would like to see added to that list, please contact SIS or encourage your carriers to contact SIS directly. SIS is dedicated to growing the number of carriers offering WebLink.


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