It may not be what it’s always been – and it may surprise you how preferences have changed. Advancements in insurance tech and changes in purchasing patterns mean your current and prospective customers may be looking for something more. Though you’ll have variation among different generations, there are commonalities within what your customers are looking for to get excellent service.
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The Ghosts of Prospects Past: Insurance Prospecting Software and Strategies to Close Deals
Some say lost leads are never found, but savvy agency owners know the truth. Circling back to “lost” leads is a vital step in a successful agency development strategy. Studies show only 5-10% of leads convert in the first pass, meaning there are many well-qualified doors to knock on again.
Insurance Prospecting Software (and Other Tools) to Match the Customer Experience
There’s no shortage of insurance prospecting software out there. But quantity does not equate quality. You need the right tools to match your prospect and customer needs to run a successful agency.
Our partners at Independent Insurance Agents & Brokers of America (Big “I”)’s Agents Council for Technology (ACT) have got you covered. They’ve outlined the customer experience and the independent agency technology necessary to make that experience fruitful.
Making Digital Insurance Personal: 5 Must-Have Features
A McKinsey study uncovered two critical digital insurance facts: digital has reduced claims expenses by up to 30% and increased customer satisfaction by more than 20%.
Serving customers better and decreasing cost? That’s music to any owner’s ears. Yet, some are still hesitant to embrace digital methods for fear they’ll make a quintessentially personal interaction impersonal.
Agency owners are right to protect that personalized customer experience: an Accenture study found 1/3rd of customers surveyed ended their relationship with a company because it felt impersonal. However, digital insurance doesn’t have to be impersonal – multiple digital agency features can increase personal interactions and overall improve service.
See how to write custom content for more personalized messaging on our blog
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What Insurance Tech do Agency Customers Want?
The Story Behind Our Insurance Agency Software: Eisenhart Consulting Group
Next in our series on what’s behind our Partner Platform insurance agency software community is the management and operations consulting group, Eisenhart Consulting Group. For over ten years, we’ve been lucky to work with owner Mary Belka and her team.
Mary Belka, CEO and founder of Eisenhart Consulting Group, has been part of the Partner Allies team for more than a decade. When she was first introduced to the Partner Platform system, she was impressed by the hands-on, personalized service the Partner Platform team provided to one of her clients. Since then, a mutual dedication to personalized service has made Partner Platform and Eisenhart Consulting the perfect team for our independent agency clients.
I spoke with Mary to talk about how she came to meet the Partner team, the unique and transformational service she brings to Partner agencies, and how she prepares agencies for the future.
The Story Behind Our Insurance Agency Software: Lightspeed Voice
We strive to provide the best insurance agency software to our Partner Platform agencies, but we don’t have all the answers on our own. That’s where our trusted technology partners, our Partner Allies, come in. In this series, we get to know more about our industry partners and how they bring innovation and expertise to the Partner Platform system.
Based in Nokomis, FL, Lightspeed Voice® is a VoIP, cloud-based IP telephone provider founded in 2009 to provide the insurance industry with reliable VoIP and client relationship management (CRM) solutions.
Lightspeed differentiates through high-touch and high-service, which aligns nicely with Partner Platform’s approach – and is also true for the way our independent agency clients sell. Both Partner Platform and Lightspeed strive to be hands-on, building relationships with clients just as our independent agents do with their customers.
I talked with Lightspeed’s VP of Sales and Marketing, Steve Mohr, about the partnership.