Client Service Timelines & Stewardship
Use the Service Timeline feature to instantly generate customized
service timelines and stewardship reports for prospecting and
top client retention. Take a closer look.
The Service Timeline feature of the Sales Portal is an on-line service timeline tracking
system that is used to track service commitments relative to customer accounts. The
Service Timeline feature is a great tool for your agency to proactively demonstrate to
your clients the value-added services you provide to help improve your retention of clients
and help producers to differentiate themselves when selling new business.
We believe that Service Timelines and Stewardship Reporting can help differentiate yourself
and give you a competitive advantage over your competition in both your renewals and in
prospecting new opportunities.
Sales Portal - Service Timeline
The Service Timeline feature of the MarshBerry Sales Portal technology provides agents and
brokers with a tool to help them proactively design, execute and manage a value added service
platform.
Sales Portal - Service Timeline facilitates new business differentiation and account retention through:
- A value added service capability inventory
- A process to align account commissions with internal costs of delivery
- Corporate communication and timeline consistency
- Joint agency-insured commitment contracts
- Proactive service delivery reminders
- Compliance auditing functionality
- Customizable report templates
- Historical service & wharehousing
Learn more about the Service Timeline feature by visiting https://salesportal.marshberry.com
For more information or assistance with this service, please Contact Us.