Billing Details
Sam Rose
Spoke with a client of mine the other day, and I asked him what features he would like in his Policyholder app/website. Here are my notes from that conversation:
- He'd like to be able to see his billing schedule and upcoming payments. Have this adjust over time as he does endorsements/renewals come up over time. He'd like it in a summarized view. Maybe another tab in each policy alongside the policy details and documents tab
- A "recommendation" tab. This would be suggestions on how to reduce/optimize insurance spend - a good place to start here would be to include discounts he's currently not taking advantage of. A plus would be the ability to quote / request these changes directly to the carrier or notify my agency that he would like to see these changes and figure out what he needs to do to qualify for the discounts. Also, could be coverage recommendations (i.e. "for only 60/6 months, you can double your auto liability coverage from 50/100 to 100/300)