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Must-Have Agency Software: Self-Service Portal

Must-Have Agency Software: Self-Service Portal

Technology Trends

Client self-service portals are not just essential insurance agency software; they’re part of the global consumer-based business market. According to Microsoft, 90% of consumers worldwide expect organizations to offer a self-service portal. And a Zendesk survey showed 67% prefer a self-service portal to talking with a representative. These stats are not surprising as a self-service portal offers multiple benefits to consumers and businesses alike.

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Your Cost and Efficiency Saving Solution: A Paperless Insurance Office

Your Cost and Efficiency Saving Solution: A Paperless Insurance Office

Agency Operations, Technology Trends

A recent CompTIA press release showed almost 80% of U.S. companies are working towards a “less paper” office. We’ve been talking about the benefits of a paperless insurance office for years, but now the data is really starting to roll in. Advances in scanning and secure esigantures have made it easier than ever to convert to an all-digital office, where profits are 50% higher and revenue is 13% greater.

In the end, it all comes down to time and money. Going paperless saves you both.

See why your customers are calling for paperless processes in your agency.

Money in the Bank

Save the paper you want by not using the waste you don’t want. Converting to a paperless insurance office saves you cash by cutting costs on:

  • Printer paper, maintenance, and ink
  • File storage in your office or a secure archive location
  • Postage to mail confidential information quickly and securely
  • Wasted paper due to misprints or rough drafts
  • Invoice processing and other paper-based accounting tasks
  • Cost to cover paper-based data replacement due to fire, flood, or other natural disasters
Paperless Cost-Saving Stats
 

Hear more about why your agency needs to embrace paperless.

Efficiency in the Office

Going digital also means speeding up daily agency tasks, helping you serve more people, better. With a paperless workflow your staff can:

  • Find relevant data faster
  • Shorten transactions times
  • Ensure higher accuracy of information
  • Decrease E&O issues
  • Share information faster
  • Collaborate seamlessly
Paperless Efficiency Stats
 

  • Document issues account for a more than 20% loss in daily productivity
  • Professionals spend almost 20 min each day searching for a document
  • Looking for a document can waste up to 50% of the average professional’s time on the job

Get the step-by-step guide on how to turn your agency paperless on our blog.

Make the Paperless Transition with Partner Platform

The most important factor of paperless processing is that the cost and efficiency savings can be passed on to your customers, creating a better service experience at a lower price.

Make paperless easy for your agency with our Partner Platform agency management system suite. Our paperless document management capabilities, coupled with efficiency-minded integrated systems and secure infrastructure, make Partner Platform the most digitally-minded system on the market.

Find out more about Partner Platform and how it can revolutionize your agency. Contact us at [email protected] or 800.747.7005, Option 6 to find out more.

What’s Next in Insurtech? Top 5 Digital Insurance Tools

What’s Next in Insurtech? Top 5 Digital Insurance Tools

Technology Trends

Insurtech, the phenomenon that followed the digital revolution, is the influx of technology into the insurance industry. Brought on by tech-based agencies and start-ups, insurtech brings a host of benefits for both agencies and customers. Though the thought of implementing new technology may be daunting, the benefits far outweigh the challenges.

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Digital Insurance Agency Marketing for the Local Agency

Digital Insurance Agency Marketing for the Local Agency

Marketing, Sales

Big-name insurance companies have no problem getting their name in front of consumers. You already know their tag lines and spokespeople (or animals), and it may feel daunting to compete with these seeming giants. But, the digital revolution shrunk the gap in insurance agency marketing, making it possible for the “little guy” like you to make waves in the industry.

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