RMT Insight increases your agency's revenue and profitability. With RMT Insight Coverage Review Checklists, you and your agents can quickly produce detailed, customized interactive checklists from scratch or from one of many templates.
RMT Insight shows customers what coverage types and amounts they elected not to carry. When customers review the checklist online, you automatically have bulletproof E&O documentation. And the best part — clients who review the coverage they don't have are much more likely to upsell themselves.
Create, Print, Send and Track Proposals
You also can use RMT Insight to create professional agency-branded proposals that provide your clients with clear explanations of recommended coverage options. Create proposals in seconds using our accurate, up–to–date coverage library. You can even add custom coverages.
Add your premium, deductible, and limit numbers, include a personal note to the prospect or client, and you've got a professional–looking, accurate proposal. Print and share with your client.
RMT Insight gives you new opportunities to engage and educate your client using the latest technologies. It’s a great tool to supplement your face-to-face meetings. As customers interact with your proposal online before or after your meetings, you get immediate feedback regarding their interest in coverage options so you can strike while the iron is hot.
We've streamlined the process of preparing Proposals and Coverage Checklists so you can spend less time building them, and add value automatically.
Create, send, and track custom proposals from scratch or from coverage templates.
Create, send, and track coverage review lists to prospects & clients.
Automatic E&O documentation when proposal is sent, avoiding lawsuits.
Receive email notifications on who to follow up with, and conveniently manage lists.
Automatic archiving of coverage offering & rejection for E&O.
Analyze customer shopping and interaction habits with our detailed reporting.
Nothing to install, no additional software required. RMT Insight runs in the cloud.
Secure access to sensitive data, made with security in mind.