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Description
EQS Policy Manager: Say goodbye to policy confusion. With centralized management, you can maintain a definitive audit trail, automate policy distribution, and confirm compliance through digital means, all while adhering to ISO 27001 standards for hosting and IT security. Are you familiar with the issues that arise when employees are uncertain about which policies are applicable to them or where to access them? The traditional method of relying on hand-signed, unorganized documents leads to chaos in paperwork. Additionally, generating comprehensive reports can often be a tedious or even unfeasible task. The answer lies in EQS Policy Manager, which consolidates all policies into a centralized library and allows you to specify the intended audience for each one. Employees can receive updates digitally, confirm their understanding with a single click, and access relevant materials anytime, even while on the go. Furthermore, you can monitor the effectiveness of your policy system through real-time dashboards and reports, providing significant benefits to your compliance efforts. This solution grants a thorough overview via a digital policy library, ensuring that employees are automatically informed of the guidelines pertinent to them, and making the confirmation process as seamless as clicking a button or uploading a document. Ultimately, this innovative approach streamlines policy management and enhances organizational efficiency.
Description
Effective. Straightforward. Exceptionally Adaptable. This is a robust CRM tailored for insurance agency management, serving as a significant catalyst for revenue growth. Streamline workflows and enhance both internal and external marketing efforts through automation. Connect seamlessly with various third-party applications and benefit from carrier downloads that facilitate cross-selling and up-selling opportunities. Gain insights into your agency's performance with comprehensive analytics features. Included in this system are accounting tools, e-signature capabilities, human resources management, website hosting, E&O protection, and marketing initiatives. With a variety of preloaded and customizable reports and analytics, you can easily assess the overall health of your agency while also exploring the finer details. The automated and tailor-made marketing campaigns are designed to nurture potential leads and effectively engage existing clients, showcasing just a glimpse of its powerful functionalities. Additionally, automating agency processes not only streamlines office operations but also helps in mitigating E&O risks. Furthermore, maintain detailed records of employee information, relevant documents, and agency licenses, ensuring that all aspects of your agency are well-organized and compliant.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EQS Group
Founded
2000
Country
Germany
Website
www.eqs.com
Vendor Details
Company Name
Siege Technology Solutions
Country
United States
Website
www.siegeams.com
Product Features
Policy Management
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management
Product Features
Policy Management
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management