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Every day, insurance agents juggle many tasks — welcoming new clients, renewing policies, answering questions and handling paperwork. These administrative duties often eat up valuable time.
That's where Eclipse steps in. This powerful AMS transforms lengthy tasks into streamlined processes to free you up for what really matters — connecting with clients and growing your agency.
1. Accessible Interface
Eclipse simplifies the user experience with:
Intuitive tools — Increases agents' productivity and response times while ensuring a smooth onboarding for new employees.
Integrated Risk Insights — Delivers quick access to risk evaluations, management tools, and fraud detection.
Customizable workflows — Adapts the platform to match your specific business processes with personalized views and reports.
2. Complete and Concise Customer Portfolio
Efficient document management allows agents to see all policies of a specific customer, regardless of the carrier. This holistic view ensures agents have complete information when discussing coverage options or handling service requests.
3. Seamless Policy Management
Eclipse helps agents manage policies and maintain high retention rates with:
Policy document creation — Generate policy documents instantly with pre-populated client information.
Proactive renewal management — Alert agents to upcoming renewals, ensuring no policy falls through the cracks.
Endorsement & Claims Tracking — Monitor policy changes and claims activity to ensure your customers receive the absolute best service from start to finish.
4. Intelligent Task Management
Eclipse helps manage everyday agency operations with assignment and tracking tools that distribute tasks between clients so agents can stay organized and efficient.
5. Centralized Client Communication and Records
Eclipse consolidates all client communications and documentation in one digital place. Agents can also invoice clients directly through the platform. This gives your entire team instant access to complete client history and communication, keeping everyone on the same page.
6. Claims Management Tracking
Claims handling becomes more efficient with Eclipse's centralized tracking system. By maintaining comprehensive documentation of all client interactions and policy details, agencies can expedite the claims process while ensuring nothing is overlooked.
Long-Term ROI Beyond Productivity
The benefits of implementing the Eclipse agency management system extend far beyond day-to-day efficiency:
Financial forecasting — Coordinate accounting cut-off dates and accurately predict revenue expectations.
Performance monitoring — Evaluate the quantity and types of policies being written, how effective agents are at retaining business for renewals and ensure there aren't excessive cancellations coming through.
Comprehensive compliance documentation— Protect your agency from potential liability. Meticulous record-keeping ensures you are aligned with local and federal regulations.
This level of insight allows agencies to make data-driven decisions.
Ready To Transform How Your Agency Operates?
Learn more about how to compete and succeed in an increasingly complex industry with Eclipse.
