Would you like to track your files at Excellence in real time, without any waiting? Vision-R, the personalized extranet site offered by Excellence, provides a 100% secure, state-of-the-art management tool that can be used independently.
What Can Vision-R Do for You?
Vision-R provides first-rate information that traces the main processing tasks for insurance contracts in the issuance process. The information is presented in an easy-to-read score-card format that summarizes the essential information and is accessible in real time. Vision-R is a source of key information, including contracts being processed as well as new sales, amendments, contracts in force, and closed contracts. What’s more, an exhaustive search engine makes it easy to navigate the site’s various pages. Vision-R also gives you direct access to the Pyramid sales software, the underwriting opinion, as well as our forms. Your statements of account and your production follow-ups are also displayed on your personal page, in all confidentiality.
A Private, Secure Space
Vision-R offers a personal and, especially, a confidential access for every user! Each user will receive a confidential letter confirming his or her access codes and password. We are Vision-R offers a personal and, especially, a confidential access for every user! Each user will receive a confidential letter confirming his or her access codes and password. We are counting on you to remit these sealed envelopes to their intended recipients.
For members of your administrative team, simply fill out the attached form and return it to Excellence. This form allows you to select a specific profile for every employee: either general access with the same rights you have or restricted access, which bars access to your statements of account. This form serves to notify us of any access rights to be revoked or changed, as the need may be. Remember that unless you provide the duly completed form, your confidentiality may be compromised.Ready, set, type!