The enhanced Account Review feature in ABS version 3.5.15.314 transforms how you conduct client coverage reviews by automating recommendation generation and creating professional presentation documents.
What It Does
The Account Review Form automatically compiles comprehensive client information into a professional document for periodic coverage discussions, including:
- Family member details
- Complete policy information (coverage limits, renewal dates, carriers, premiums)
- Risk descriptions and exposures
- AI-generated coverage recommendations
The Game-Changer: AI-Powered Recommendations
ABS now applies artificial intelligence to instantly analyze all client policies, considering risk values, current coverage limits, policy premiums, and potential coverage gaps.
ABS analyzes your client's complete risk profile by evaluating:
- Risk values and exposures
- Current coverage limits
- Policy premiums and cost-effectiveness
- Coverage gaps and opportunities
Automatic recommendations include:
- Coverage limit adjustments based on asset values
- Umbrella policy suggestions for high-net-worth clients
- Physical damage coverage for valuable vehicles
- Gap analysis across all policy types
Enhanced Intelligence
Version 3.5.15.314 delivers significantly more detailed and specific recommendations than previous versions. The AI provides well-worded, professional suggestions that demonstrate your expertise and thoroughness to clients.
Customization Control
While AI generates the foundation, you maintain complete control:
- Edit any recommendation to match your communication style
- Add personal notes and agency-specific observations
- Customize language to fit individual client relationships
- Include additional recommendations based on your expertise
Why This Matters
Professional account reviews:
- Strengthen client relationships through proactive service
- Identify cross-selling opportunities automatically
- Demonstrate value beyond basic policy administration
- Reduce preparation time while improving quality
- Create documentation of coverage discussions
The Bottom Line
This feature transforms routine policy reviews into strategic consultations. The AI does the heavy analytical work, while you focus on client relationships and business development.
Try It Now
If you haven't used the Account Review Form yet, try it with your next client meeting. You'll be impressed with the professional results and time savings.