Resources for Insurance Professionals

3 Features to Look for in an Agency & Policy Management Solution

Agency and policy management solutions are becoming a popular tool for insurance organizations to on-board, taking a lot of the guesswork out of running their business. These toolsets should provide a comprehensive feature set to help insurance companies enhance processes and optimize efficiency across the board. For those businesses looking to increase productivity and eliminate unnecessary work through process automation, there are many tools out there that can help.

Understand Marketing ROI for Your Insurance Organization with a Robust Toolset

Marketing is a fundamental component of businesses of all types and sizes, as it is the messaging that introduces your brand to the world. One of the most fundamental factors of successful marketing comes in the form of ongoing analysis and understanding of your insurance organization’s marketing campaign performance. The ability to identify what is working, what isn’t and how ongoing campaigns can be optimized is a differentiator between businesses that thrive and those that do not.

The Key to Improving Insurance Agency Performance & Productivity

The ability to vastly increase agency performance comes directly from the data that your insurance agency or brokerage collects on day-to-day performance metrics, overall marketing campaign metrics, and individual agent performance. While there are tools out there that will help streamline processes within your business, the most significant improvement to overall performance comes from acquiring an understanding of the data you are collecting. Most importantly, you need to understand how to use the data once you have it.

3 Simple Steps to Enhance Insurance Agency Call Center Efficiency

Regardless of your industry, call centers are an area where productivity and profitability is either made or broken within a business. In insurance call centers this is especially true, where a good majority of your brand’s interactions with customers is over the phone.

Discover New Ways to Optimize Every P&C Insurance Lead

Property & Casualty insurance is fairly unique in the insurance world, as customers are not locked into their purchase for any regulated period of time. This means that P&C insurance customers are driven by entirely different reasons than those purchasing health insurance, life insurance or other insurance products. Loyalty to their providers is one of the largest driving factors for individuals seeking to purchase property & casualty insurance. Because of this, additional emphasis must be put into the way that your agency handles customer service and how you communicate with your customers.

Five Benefits of Optimizing Your Agency with a CRM

While the concept of a CRM isn’t anything new, many businesses are just now discovering the benefits of implementing a unified system to help manage the relationships between their customers and their brand. The benefits of implementing a CRM into your agency are vast. And implementing a CRM custom-tailored for your industry offers up even more functionality than an industry-agnostic CRM, like lead distribution and policy management, and will lead to impressive results and other improvements to your business you may never have thought possible.

Lead Distribution without the Sunk Cost

Lead generation and distribution is an essential component to an Agency's success. Carriers, FMOs, and GAs are on a relentless pursuit for new leads and significant dollars are used to outbid the competition. Congratulations you have outbid the other guy! How are you going to effectively distribute these leads and manage the life of the lead so your well spent dollars do not go down the drain?

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