Allianz Global Assistance USA has introduced a tool for agents to market travel insurance to their customers.
Agents who use Allianz’s AgentMax software can use its new MaxMail function to email clients a reminder about buying travel insurance.
If a customer isn’t ready to complete the insurance purchase, the agent can simply check the “Enable 2nd Chance by MaxMail” box and save the quote.
In seven days, AgentMax will automatically send the client a reminder about buying travel insurance.
Emails are personalized with the customer’s name and the agent’s contact information. MaxMail reminders are co-branded for the travel agent or agency.
AgentMax allows agents to print and save quotes and confirmations. Agents also can modify or cancel a policy in AgentMax.