It’s that time of year again—holiday shopping, buying, and trying to find the best gift to show you care. It’s a tall order, but we may have the answer. For your agency staff, that is: adding integrated systems to your insurance agency management system.
Integrated systems are for everyone in your agency! From producers to CSRs, you can give the gift of accuracy and efficiency. Plus, there’s even a little something in it for you.
Make your producers’ days merry and bright
Producers benefit from integrated systems as they give them the competitive edge with prospects. Email integration creates an automatic record of correspondence so producers can easily see prospect contact history. They can also send emails right from your management system, attaching documents from your system’s interface.
Read more about integrated systems and prospect management here.
Give your CSRs a reason to be jolly
Integration with insurance downloads is the gift that keeps on giving to your CSRs. With downloads, CSRs can link up to carriers and automatically receive the policy information they need daily. Gone are the days of manual entry, which speeds up processes. And faster processing means better customer service, which makes everyone smile.
More on boosting agency efficiency here.
Deck your halls with savings
Besides making your staff and customers happier, you benefit from integrated systems like accounting. Integrated accounting syncs daily with every entry made in your management system, meaning no matter when you pull information it’s up to date. This gives you a clear picture of where your agency is so you can plan where it’s going. Plus, it improves your accounting precision and cuts down on E&O issues, saving you headaches.
Find out more about integrated accounting – and how it connects to bacon here.
Let SIS give you the gift of integrated systems
We know integrated systems here at SIS. Our clients benefit from integrated accounting, Outlook email integration, and carrier downloads among other time-savings tools. And we don’t want your acquaintance to be forgot—our clients stay with us because we listen to and meet their needs day in and day out.
Find out more by contacting us at 800.747.7005, Option 6.
Sarah Deak has been contributing to the SIS team since 2013, covering topics like agency perpetuation, workflow improvements, data security, and marketing. She has a background in small business, working with organizations to improve their online presence and client engagement. Sarah also writes for the SIS newsletters and website, and counts herself lucky to hear from our many passionate, hard-working clients for our client stories. Her favorite part about working for SIS are the dedicated, service-minded people.