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Transcript

(0:00) Hi, today I'd like to walk you through the prospect experience when sharing their decs page via MeasureOne. The experience begins with a text message or email inviting your prospect to connect their insurance account. The message can be customized to your specific agency's needs, but generally includes the name of the requesting agent they represent, as well as the policy being requested. Upon clicking on the link in the email or text message, the prospect is brought to a page that looks like this, introducing MeasureOne and more specifically, how we keep their data safe and secure. Click "Continue."

(0:41) And here is a brief explanation of how we complete the data request by connecting to the insurance account. Click "Continue." Now the prospect can easily search for their insurance carrier. We cover over 95 percent of insurance carriers and 100 of the major carriers, which means we have nearly the entire market covered. For example, here's State Farm, Allstate, Farmers, Nationwide, AAA, Progressive, Geico, and you get the picture. I'm going to go ahead and search for Encompass Insurance to show you how a prospect will submit their credentials to get you their decs page.

(1:26) In the event that the prospect doesn't remember their user ID or password, they can simply click on "Trouble logging in" and click on "Reset Password," and MeasureOne will take them directly to the password recovery page for their carrier, making the process as simple and streamlined as possible. And now I'm going to go back and input my credentials and click "Connect," and that completes the data request. So as you can see, it's nice and simple, and you as the requesting party will then receive a PDF of the decs page instantly for easy quoting that helps you grow your book of business in no time.

(2:15) Thank you so much for watching. For more demos of the MeasureOne platform, please visit measureone.com/videos.

What is Consumer-Permissioned Data? 

Consumer-permissioned data puts the consumer at the center of each and every data transaction. Businesses obtain explicit permission from the consumer to access and use their personal data directly from their primary data source, typically consumer credentialed accounts.

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