Online or Not? Voluntary Carriers’ Use of the Web
The web is an important tool for many companies today. Use of websites for customer service, marketing, and sales is rising as more and more consumers become accustomed to online resources. The objective of the report, Online or Not? Voluntary Carriers’ Use of the Web, is to analyze the web capabilities of voluntary insurance carriers. The report looks at the functionality (for voluntary products) offered to:
- Brokers
- Employers
- Employees
In addition to the carrier research, a survey was conducted with a select group of brokers to determine their thoughts about carrier websites as well as to get a sense of their level of use of the sites.
With this information, carriers can assess whether their own web capabilities are in line with the market, ahead of the market, or need some improvement.
Order Info: Online or Not? Voluntary Carriers’ Use of the Web is available for purchase for just $2,000. To purchase a copy, you can email Eastbridge at info@eastbridge.com or call (860) 676-9633. Published 2008.
Table of Contents
1. Executive Summary
A. Report Objectives
B. Methodology
C. Key Findings
D. Recommendations
2. Detailed Carrier Findings
A. Broker Portal Findings
1. Vending Pending Business
2. Viewing Account-Level Data
3. Viewing Inforce Business
4. Viewing Premium Statement/Bill
5. Viewing Claims Reports
6. Online Quotes
7. Online Commission Data
8. Online Contact/Customer Management Systems
9. Imbedded Email
10. Ordering Supplies
11. Downloading Forms/Materials
12. Company Newsletters
13. Other Web Capabilities
14. Inactive or Terminated Brokers Web Access
15. Most Used Online Functionality
16. Project Approach
B. Employer/Plan Administrator Portal Findings
1. Online Account Status and Paid-to-Dates
2. Employee-Level Data
3. Web-based Billing
4. Online Claims Data
5. Online Enrollment Reports
6. Online Underwriting Status
7. Online System Alerts
8. Order/Download Forms and Supplies
9. Other Web Capabilities
10. Most Used Online Functionality
C. Employee Portal Findings
1. Online Enrollment
2. Online Underwriting/EOI
3. Online Educational Tools
4. Online Policy Data and Changes
5. Online Claims
6. Other Online Capabilities
7. Most Used Online Functionality
3. Carrier Summary Charts
A. Broker Functionality
B. Plan Administrator Functionality
C. Employee Functionality
4. Broker Survey Findings
A. Use of Carrier Websites
B. Carrier Ratings
C. Most Important Functions
D. Most Frequently Used Functions
E. Importance of a Plan Administrator Site
F. Importance of an Employee Site
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