Niva Bupa UNO is the ultimate solution for agents and agency managers to streamline the insurance selling process. This integrated app is connected to all NBHI core systems, allowing agents to sell policies seamlessly across all platforms. For agency managers, Niva Bupa UNO simplifies agent on-boarding by providing a launch process from the app's home screen. Managers can easily view and analyze the status of pending on-boarding, identifying any incomplete documentation or verification delays. Additionally, the app allows for the uploading and verification of agent documents, and even schedules IC 38 exams for the issuance of fresh agent licenses.
Features of Niva Bupa UNO:
> Easy Agent On-boarding: The app allows agency managers to initiate the on-boarding process for new agents directly from the home screen. This simplifies the process and saves time for both managers and agents.
> Streamlined On-boarding Process: Agency managers can view a list of pending on-boarding cases and analyze the reasons behind delays, such as incomplete documentation or pending verifications. This feature helps managers identify and address any bottlenecks in the agent on-boarding process, ensuring a smoother and faster experience for all involved.
> Convenient Document Uploads: The app allows agency managers to securely upload and verify agents' documents directly in the system. This eliminates the need for manual paperwork and streamlines the verification process, making it more efficient and reliable.
> Exam Scheduling: Agency managers can schedule the IC 38 exam, which is required for issuing fresh agent licenses, through the app. This feature saves managers time and effort by providing a convenient way to manage and schedule exams for their agents.
> Prospective Agent Management: The app allows agency managers to add details of prospective agents and view a list of agent prospects for follow-up. This feature helps managers keep track of potential agents and ensures that no leads are missed.
Conclusion:
Niva Bupa UNO is a comprehensive app designed to simplify the agent and agency manager experience. With features such as easy agent on-boarding, streamlined processes, secure document uploads, convenient exam scheduling, and effective prospective agent management.With Niva Bupa UNO, agency managers can effortlessly add prospective agents and keep track of their progress for efficient follow-up. Download the app now to streamline your insurance policy sales and agent management across all platforms.
