As a small business with tight margins, independent insurance agents are smart to be wary of insurance software trends. New software requires investment – of both money and time – and agency owners want to be sure these investments pay off.

We’ve got our ear to the ground when it comes to agency “here and gone” versus “here to stay” trends. These are six trends-turned traits to add to your agency ASAP.

  1. Self-Service Portals

With the ability to offer electronic payments, printable ID cards, and contact information updates, a self-service portal is a must in the digital age. Customers will expect you to have an agency-branded portal to help them take care of business immediately, day or night, without waiting on your agency to take action.

  1. Mobile Apps (for you and your customers)

A recent Agency Revolution poll showed 84% of customers said they don’t want a phone call from their agent with questions – they want an app to connect. You need an outward facing app for your customers to upload claim information and get the answers they need on the go. The same is true for your agents. An app synced with your agency management system provides instant access to critical information while they’re out in the field.

  1. eSignature Integration

As printers become more scarce, esigning is becoming more popular. Your agency should have esignature integration built into your policy process to speed up purchase and quicken claims resolution, among other actions. And, esignatures provide an added level of security in an age where cyber threats loom.

Read more on data security and your agency on the SIS blog

  1. Integrated CRM

An integrated Customer Relationship Manager (CRM) provides your agents the organization they need for better prospecting. With an integrated CRM, you can leverage your agency management system constituents for cross-selling, referrals, and more. Set up outreach campaigns for audience groups and create targeted messaging to increase your reach and response.

  1. Marketing Automation

Integrated marketing automation helps you stay on top of connecting with customers and prospects in an era where the onus for outreach is on you. Set up pre-generated emails to welcome customers, remind on renewals, and celebrate special occasions (i.e., birthdays, holidays). Automation helps you keep up regular engagement to welcome new leads, nurture current prospects, and retain customers simultaneously.

Learn more about marketing automation and how it fosters omnichannel outreach here

An All-in-One Agency Management Software Solution

We’re up on insurance software trends here at SIS thanks to constant feedback from our partner agencies. Each and every Partner Platform update is informed by client needs and expert research. See the full list of Partner Platform capabilities here, and experience them in person when you request a demo today.

Sarah Deak

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.