Presentation on theme: "Philadelphia Insurance and DuraFile “Your Online Safety Deposit Box”"— Presentation transcript:
Philadelphia Insurance and DuraFile “Your Online Safety Deposit Box”
What if… Your House was destroyed in a natural disaster or accident… You lost all of your vital records – insurance policies, birth certificates, property records, wills and photos… Could you get your life back together?
What if… Your Business was destroyed in a natural disaster or accident… You lost all of your vital records – contracts, financial records, personnel files, corporate documents… Could your Business survive?
What if… You could easily store and manage all these records in a secure online safe deposit box… You could instantly retrieve the documents after a disaster (or just when you need them)… You could ensure that your vital personal and business records will survive and always be accessible, no matter what happens… Now you can – with DuraFile
What is DuraFile? Online Safe Deposit Box Folders for Important Papers Forms for Personal Data Unlimited Access to add Documents and Data 24/7 access from Anywhere Secure Portals for Customers and Agents 14 Million Documents, 12 Years of Service
How Does it Work? Annual or 3-Year Protection Plans Agent or Company can pre-load accounts Member scans and adds documents directly or fax/mail for DuraFile upload Member fills in Personal Data Forms Only Member has access through 4 levels of Security Member has access 24/7 to view, print and email documents as needed
What the Experts Say… American Red Cross – Disaster Supplies Kit Include Important Family Documents: Will, insurance policies, contracts deeds, stocks and bonds Passports, social security cards, immunization records Bank account numbers Credit card account numbers and companies Inventory of valuable household goods, important telephone numbers Family records (birth, marriage, death certificates) FEMA Emergency Planning and Checklists “Store important documents such as insurance policies, deeds, property records, and other important papers in a safe place, such as a safe deposit box away from your home.” Lisa Freeman, Consumer Reports “…if everything’s gone, this is your record of what was there. And it’s proof to the insurance company. It will make the claims process go a lot more smoothly.” Newsweek “The storm left many evacuees without driver’s licenses, wills, credit cards or health care records…Without these paper records, the storm victims face fundamental challenges getting back on their feet…”
PHLY Loss Control Solution DuraFile Online Safe & Secure Deposit Box Folders for Important Papers Forms for Personal Data Unlimited Access to add Files and Documents 24/7 access from Anywhere Secure Portals for Agents
As a PIC Agent, You Receive: A marketing touch every time your client uses their DuraFile account – through your own DuraFile member home page that displays your name, photo and link! 25% off the retail price for all DuraFile products and services. Access to your online safe deposit box to secure insurance policies, loan documents, home closing files, medical records, trust deeds, passports, or any business documents accessible 24 hours a day anywhere in the world. The opportunity to generate additional revenue through DuraFile membership sales to your clients. A solution to decrease document storage space and increase employee efficiency. A tool to improve client loyalty and increase retention. Benefits of Program