Tech For Your Agency
Encrypted Email
Your Client's Personal Information Is Their Most Valuable Asset - It's Your Job To Keep It Secure. In today's complex and technology-driven world, the transmission of private and confidential information is a critical requirement for anyone dealing with clients' personal information. You have an obligation to ensure your client information is handled with the utmost care, and your own code of ethics requires you to obtain the highest safeguards available. PaperClip Inc. supplies us with a product that allows us to meet these obligations. The eM4 (pronounced M4) Compliant Email Service which is available AT NO COST TO YOU gives you the ability to safely and securely send any type of email or document containing confidential information to business partners, vendors and carriers, with the knowledge that the information meets all regulatory and compliance requirements for levels of security and encryption.
Login at the CPS website, www.cpsinsurance.com, and see the Email Encryption page in the Knowledge Center Menu dropdown for more information.
Forms
There are a few options available to those who choose to sign up with I-pipeline, including: Apps and Forms only; Apps and Forms including iGo forms; Apps and Forms; iGo forms - plus term rate spread sheet program.
Please contact Bill Hunter at I-pipeline for more information including CPS discounted pricing: 800-758-0824 ext. 411 – phone / bhunter@ipipeline.com – email.
Software
Vital Suite of Products includes the rate spreadsheet programs used by CPS for term, UL and LTC, and also includes Vital Signs, which is the program that allows you to see details of carrier financial related information. The product is available through Ebix, which is the same company that supplies CPS with its agency management system, Smart Office.
For more information about using Vital Suite of Products for your agency and down line, go to the Ebix website at www.ebix.com/VitalSalesSuite.aspx, and review the content. Then click “How do I get Vital Sales Suite”; then go to the “Vital Sales Suite website” for pricing.
Website
Build A Website In Minutes! Agentquote’s Proteus Website development product is an easy to use program that allows you to create your own Website with simple drag and drop design tools. The program offers many style templates and the ability to customize 100% of your page. CPS has secured a special discount for our representatives. You can get an Agentquote website for only $40/month, which is 18% off the regular price of $49/month.
For more information, visit: www.CPS.Agentquote.com.