LifeAnswers Launches Dashboard That Allows Agents to Manage Their Business All from One Location

“Our core tenant is that we want to give an insurance agent a tool that allows them to focus on what they do best, and that’s providing protection to the millions of American families that are currently under insured,” stated Steve Kennedy.

LifeAnswers Financial Group has released a dashboard that allows an insurance agent to manage all aspects of their insurance business from one tool. An insurance agent can access the dashboard from a desktop computer, their laptop or on their smart phone. The tools provided on the dashboard give an insurance agent the ability to have access to their issued and pending insurance cases right at their fingertips.

“Our core tenant is that we want to give an insurance agent a tool that allows them to focus on what they do best, and that’s providing protection to the millions of American families that are currently under insured,” stated Steve Kennedy, LifeAnswers Financial Group’s Chief Operating Officer. Mr. Kennedy continued, “The LifeAnswers Dashboard gives insurance agents the opportunity to look at multiple carriers, see the status of their submitted, pending, and issued insurance policies, and really be able to manage all of their business from one website instead of having to go to various insurance carrier sites.”

LifeAnswers Financial Group’s dashboard provides real-time information and streamlines administrative efforts for the following processes:

  • Pending agent insurance carrier appointments that can be viewed by state or insurance carrier
  • Insurance policy applications that have been submitted, are pending, or issued and paid by an insurance carrier
  • Recent changes to issued or pending insurance policy applications
  • Recent notes added to insurance policies by an…

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