New Hamburg, ON July 18, 2017 – Josslin Insurance recently announced the launch of their new Real Insurance app, a free, interactive tool that gives their clients Smartphone access to their insurance information such as coverage details and proof of insurance (pink slips), as well as the ability to chat with their broker, request changes to their policy and report claims in real-time.
“We strive to make a Real Difference for our clients,” said Scott Wagler, Brokerage Partner of Josslin Insurance, “so we’re putting more control of their insurance policies in their hands. The legalization of electronic proof of insurance is a great opportunity for us to provide a more meaningful experience for our clients. The Real Insurance App allows us to deliver that experience in addition to engaging our clients through a number of key client-broker touch points.”
The Real Insurance app is powered by ClientDesk and integrates with Power Broker, Josslin’s Broker Management Software, to streamline claims and provide clients with current information to common questions in a standardized, easy-to-use format, regardless of insurance company. Brokers are able to manage and upload files through an administrative portal, even providing assistance to clients through a chat function. The portal also allows for digital marketing to all of Josslin’s clients either on a one off, or scheduled basis.
After rigorous pilot testing by Josslin clients and employees, the Real Insurance app was debuted at an interactive webinar where it was explored by 30 brokerage owners with Power Broker BMS and company decision makers from across Canada, to very positive feedback.
“Power Broker’s focus has always been to work with solution providers like ClientDesk that provide additional functionality that our brokers need.” says Power Broker President and CEO Steve Zylak. “It’s a competitive market and we need to continue to evolve our platform to meet the needs of our customers (brokerages) and the policyholders that they serve. Integration with ClientDesk made sense and we are excited about what we have achieved and there is much more to come.”
As the leading software platform for independent insurance brokerages, ClientDesk is already supporting several innovative brokerages throughout Canada and the Caribbean, who leverage their technology to digitize their customer experiences and internal operations.
“Independent brokers need to be able to support their clients using mobile and web technologies – especially in 2017” said Newton Asare, CEO of ClientDesk, “As an industry partner, we’re able to provide independent brokers with technological innovations that not only facilitate client retention through segmented digital marketing communications, but gives clients access to their policy information, enabling them to adjust their insurance details at their convenience.”
ClientDesk is Canada’s leading software platform for independent insurance brokerages that powers core functions of the digital insurance experience such as Engagement, Self Service, and Claims Management. We provide web portals and mobile apps for policyholders and front-line staff such as brokers and CSRS. The platform can also be integrated with legacy policy administration systems through web services calls, enabling the real-time transfer of policyholder data and activity logs. For more information, please visit www.clientdesk.co.
Josslin Insurance is a family-owned insurance brokerage that operates six offices in and around Waterloo Region, providing home, car, business, farm, life and disability insurance. In addition to its reputation for community support, Josslin is also known for pioneering technology having previously been honoured with an ICTA award for their work with SGI on paperless transfer of insurer documents to brokers. For more information, please visit www.josslin.com.
Power Broker is a complete customer and policy management system with a full accounting program operating in a user-friendly environment. It supports EDI Upload/Download, Electronic Documents Management, and many other integrations such as Microsoft Outlook, Word, Excel and two quotation programs. It’s the best product with the best price with the best support for your insurance management needs! For more information, please visit www.power-broker.com.
Newton Asare II – CEO, CLIENT DESK INC.| 1-800-481-8990 X 700 | [email protected]
Scott Wagler – Brokerage Partner, Josslin Insurance| 888-567-7546 | [email protected]
Steve Zylak – President, Zycomp Solutions (Power Broker) | 877-774-9444 | [email protected]