SIMPLIFIED REPORTS AT YOUR FINGERTIPS
CP360 gives brokers access to high-touch reports that show brokers their client’s insurance coverage details. The broker gains an overview of the client’s current status and what they require going forward. Reports allow you to send out a location or coverage-focused email.
For example, you can send an email to all your clients who use one insurer, to filter reports to view any missing client insurance coverage, or to sell additional coverage.