Are you making the most of SFM Agency Manager (SAM)?
SAM is a single self-service portal where agents can handle quoting, policies, claims, billing and alerts without having to wait for an underwriter to respond.
“We really want agents to have complete control over their policy – e-mods, payments, loss runs, claims data… all the things agents need to manage their policies efficiently,” said Austyn Young, Customer Experience Product Specialist. “It’s about providing immediate access to everything agency staff needs to help their clients.”
SAM offers a wide variety of features right at your fingertips. Among them:
- Complete a quick class code check to determine whether a small business risk is in appetite
- Quote and bind policies
- View your customers’ premium audit status and claim data
- Pull loss runs or sign up to have them emailed regularly
- View current, future and renewing policies
- Sign up for email alerts to be notified of cancellations, claim developments and more
- Customize your dashboard for easy viewing of renewals and cancellations
Additionally, you can set up and manage AutoPay for customers, view clients’ billing information and make payments.
“We want agents to recognize how powerful SAM is for managing work comp policies,” Young said. “At the same time, we’re continually improving the platform based on user feedback and the enhancements agents value most.”
We invite you to check out a few SAM updates we’ve made over the past several months: