When you need instant access to granular policy-level information, you need Policy Snapshot — Andesa’s web-based policy inquiry solution.
Policy Snapshot allows users to conveniently and easily view policy-level detail — including financial transaction history, such as monthaversary changes, premiums, withdrawals, loans and transfers — sourced from Andesa’s common data warehouse.
With Policy Snapshot, it’s simple for customer service representatives, distributors and home office staff to retrieve a current policy status or view all transactions accumulated during the life of a specific policy.
Fully integrated with Andesa’s AFAS policy administration engine and the ADASTAR™ illustration system, Policy Snapshot provides fully accurate data — updated nightly. And because it’s accessible through a standard web browser, Policy Snapshot makes up-to-date policy information available at any computer with internet access.
Want to give your customer service a shot in the arm? Try Policy Snapshot from Andesa. Contact us to learn more.