Planning for the future is never easy, but it can seem even more complicated when thinking about your business's future. When it comes to transitions, you need insurance agency support on all sides. One critical support area is agency accounting. The dollars and cents...
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
What Partner Agencies Have to Say about SIS Partner Platform
We’ve worked with over a thousand agencies in the past ten years, and if we’ve learned one thing, it’s that no two independent agencies are the same. That’s why we tailor the SIS Partner Platform experience for each client, getting to know their specific needs, and crafting a Platform to serve them and their customers in the best way possible.
Through the years, we’ve heard from many of our Partner agencies about their SIS Partner Platform experience. Here are a few of our most recent responses from those in the Partner Platform family.
Understanding the Buyer’s Journey (and How You Can Facilitate It) with Partner Platform
Selling is essential to growing your agency. A critical element to sales is understanding how prospective customers think and act. In our experience with Partner Platform agencies, many don’t have the best tools to follow how a prospect moves to a client in the “buyer’s journey.” This fairly predictable path has some critical points where you can either move or lose a potential customer.
We’ve thought about the buyer’s journey a lot here at SIS as we introduce new Partner Platform elements to help agencies succeed at each stage. With the help of our parent company, sales as a service provider NuGrowth Solutions, we’ve matched Partner Platform elements with the buyer’s journey in the table below.
Use this resource to inform your agency on how to leverage Partner Platform to move prospects from one stage to the next
Following the Buyer’s Journey with Partner Platform
| Stage | Description | Partner Platform Tool |
| Unengaged | Just a name on a list. This prospect hasn’t engaged with any element of your marketing or sales outreach. | Partner Connect, Marketing Automation Manager |
| Marketing Engaged | Prospects who engaged with some marketing content. These individuals need their interest nurtured to gain more data for sales scoring. | Marketing Automation Manager |
| Marketing Qualified | Those showing strong marketing engagement and are ready to move on to sales outreach. | Marketing Automation Manager, Producer Results Manager |
| Sales Engaged | Prospect who are in touch with your sales team and being actively nurtured for conversion. | Producer Results Manager |
| Active Opportunity | Someone who expressed interest in buying and are engaged at some level in the sales process. | Producer Results Manager, Proposal Creator |
| Customer | Customers need attention, too! Once they’re on-board, customers should be re-engaged regularly and monitored for cross-sell and referral opportunities. | Partner Connect (Client Portal, Agency Mobile App), Marketing Automation Manager |
An All-in-One Sales, Marketing, and Agency Management Tool
Beyond these sales and marketing specific capabilities, each stage in the buyer’s journey also benefits from Partner Platform’s integrated email and custom workflows to make data entry simple.
It’s hard to believe one system could have all these capabilities, but Partner Platform truly does cover agency needs across the sales, marketing, and agency management spectrum.
Find out more about each of our Partner Platform enhancements below – all integrated with our cloud-based, intuitive management system.
Contact us today via this simple form or at 800.747.7005, Option 6.
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