We are very happy to announce that RSS officially transitioned to a new, upgraded and more comprehensive agency management system on October 7th! Over the last six months the entire RSS team has been working diligently through the transition and training process to move our data to a “next level” management system called Epic. Epic is a cloud-based insurance agency management system provided by Applied Systems. We are so excited for both our team members and our clients.
Our new management system has more powerful automation capabilities, providing our team with the most technologically advanced, flexible and secure application system possible. Our new system allows our team to work in a single, open application with integrated capabilities to efficiently manage our customer relationships and our policy and benefits administration more seamlessly and efficiently. With this new system, we will be rolling out CSR24, Mobile Producer (Agent), Mobile Insured, and we will have more automated, electronic, paperless capabilities within every function and role in our agency.
Ok, so what do some of these terms mean? What does it matter to you, our client?
- Cloud Based All of our data and email will be stored in our own private agency cloud. This will provide the highest level of security for our data and our clients.
- CSR24 Once activated, we will able to provide our clients with a more connected 24 hour access to their client file in our management system. This will allow our customers to have immediate access to their policy information, and they will be able to print and view proofs of insurance, ID cards, certificates and pay premiums online. We want our clients to have immediate access to their information when needed.
- Mobile Producer (Agent) Our agents will have instant access to client information and our agency management system through their handheld devices. This will allow them to more effectively service our clients when they are away from the RSS office.
- Mobile Insured In the digital world in which we live, we want to give our customers immediate and convenient access to their insurance information right on their mobile devices. With a single tap of a mobile app, you will have access to insurance information and policy details right on your phone. Look for this to be implemented in 2017!
- Automated and Paperless-We will have availability to be almost completely 100% paperless with our new Epic agency management system. Do you prefer your invoice to be emailed rather than mailed? Want to complete your application online? No problem! You will see less and less paper coming from RSS!
As you may be able to tell, we are pretty excited about the transition to our new agency management system. We are dedicated to becoming an agency of the future and to being able to provide our clients with the service they need in the digital and fast paced world in which we live. Our goal is to keep up with the ever changing needs of consumers and to make your experience with our agency and your day to day insurance needs simple and streamlined. Let us know how we’re doing or how we can make things easier for you!