Your agency management system is the hub of your agency.
It’s the center of your data, the place through which almost all your processes
flow, and the one piece of technology designed to help you work more
efficiently. But chances are you haven’t updated your management system since
you first learned to use it.
As of today, there are at least four different generations
in the market for insurance, and their needs cover the insurance spectrum. So,
too, do the means of insurance agency marketing required to reach them. Though
there is some overlap in generational preferences, today’s independent
insurance agencies need to diversify their marketing tactics and insurance
offerings to stay relevant in an ever-changing market.
Yes, we’re still talking about why you need to become a
paperless insurance office. Whether it’s saving money, increasing efficiency,
or serving customers better, paperless practices hit them all.
Recent research shows that, on average, Americans
spend more than two hours a day on social media. That’s a lot of time to
have a captive audience, which is why savvy agencies know social media is a key
element in a successful digital insurance marketing campaign. These agencies
leverage social media to 1) build brand awareness, 2) drive leads, and 3) serve
their customers better.
The coronavirus pandemic accelerated trends in several areas, including digital insurance customer service. A recent survey showed that almost 90% of American consumers think customer service is more important now than before the pandemic took hold of the world.
Consumers not only expect more from service providers, they also have more options, meaning they’ll choose an agency that offers quicker and smoother interactions over one that’s, say, unable to process esignatures. As your team transitions back to the office, now is the time to reevaluate your customer service tools and processes to keep up with expectations.
Everyone loves to get two for the price of one. It’s the beauty of doubling your money and getting more done in half the time: a win-win for all. The digitization of insurance has made that “two for one” thrill possible with insurance marketing tools that double as customer service tools, too. And it all begins with data.
The COVID-19 pandemic accelerated digitation across industries, and insurance was no exception. Part of the acceleration included a rise in direct-to-consumer (DTC) purchases. More people started buying goods and services online, cutting out in-person or phone interactions. That rise in DTC increased access to customer data.
“We saw a company that reminded us of our agency.”
This is a sentiment we often hear from our Partner Platform agencies – that they saw themselves in our team and us. That’s what makes us more than a provider but a real partner with each agency we serve.
The community we created echoes that partnership: it’s fueled by innovative collaborators in our agency, technology, and industry partners. With their help, we’re able to stay ahead of the curve and equip our Partner Platform agency management system and insurance CRM to harness future opportunities while providing the service and care our agency customers appreciate today.
