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Provide instant policy status to your distributors with the….

CT 1035 Web Inquiry

Allow your Agents, Brokers, and Customer Service Representatives to view up-to-the-minute status on their pending policies for all 1035 exchanges and transfers via the Internet. This web interface is designed to be incorporated into a carrier’s existing web page or used on its own. The CT 1035 Web Inquiry application accesses information from the required CT 1035 system database.

 

  • The easy to use search screen allows information to be viewed by individual policy or by status.
  • Agents will access information for only their policies.
  • Brokers can view policy status for all of the agents in their group.
  • Fabulous status details include a summary, follow-ups, requirements, policy and client information.

Let Cooperative Technologies show you how simple it is to enhance communications with your valuable distributors while cutting down on status phone calls.

 


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