CEO Upton hints at further development potential including claims tracking and notification
Commercial underwriting specialist Evolution Underwriting has launched an iPhone app allowing them to manage their customers, policies and quotations while they are out of the office.
Evolution claims to be the first company in the broker-only commercial sector to offer this advanced level of service via the iPhone.
The iPhone application is available via iTunes and any broker with an Evolution agency agreement can use it.
Evolution developed the offering to enable brokers to provide a more efficient and effective service to clients.
Using the application brokers can review available quotations, place a quotation on cover and see details of all policies including lapsed and cancelled cases. This means that they can act on instructions and queries from clients 24/7 wherever they are and can query and update their live policy database.
Brokers can also contact the assigned underwriter for a policy or quotation via phone or email at the touch of the screen.
The application allows brokers to retrieve claims contact details for individual policies; review the policy schedule and statement of fact and see a complete list of Evolution contacts.
It also helps brokers plan their time and get to client meetings by displaying customer details including client location for a particular policy via Google maps integration.
Chief executive officer for Evolution Paul Upton said: “We don’t have any expectation that every broker will want to use it but for those that do, it means quoting and binding risks in the field is now possible.”
“As a technology driven business we had the expertise to build this in-house which I would suggest is unique amongst independent MGA’s,” Upton continued.
“There are many potential further developments for this, including claims tracking and notification. We will listen to what our brokers have to say and consider upgrading over time,” he added.
