When it comes to your insurance prospects and
customers, there are three main areas to focus on:
Improving ease and speed of service
Personalizing prospect and customer experience
Gaining data for expert advice
Each of these areas answers the question, “what do insurance customers want?”. Are you leveraging the right insurance sales software and processes to respond to these needs?
Improving Ease and Speed of Service
The best way to improve your service is by being
accessible and responsive. The two key technologies to make that possible are
your agency management system and your website.
Your agency management system needs to present
information quickly and accurately so you can respond to clients and have the
right analytics to measure and improve results.
If you need a Ph.D. to pull reports, you may want to reconsider your
options. The faster you can interpret your customer data, the faster you can
respond to needs.
An often-overlooked service tool, your agency website
can be a meaningful communication platform – when set up correctly. Make your
site intuitive to navigate and include
a client portal that’s integrated with your management system. Client
portals are essential in today’s digitized service experience. With a client
portal, your customers can view coverage, print insurance cards, and check on
claims processing 24/7. That immediate and always accessible service is vital.
Personalizing Prospect and Customer Experience
Prospects and customers now expect personalized
service. With an integrated Customer Relationship Manager (CRM), you can gain
the data you need to personalize the entire prospect journey and build better relationships
with your customers. Reminders to follow-up on tasks to engage with your
prospects come with a comprehensive picture of the prospect so you can target
each conversation to their individual needs. Timing and content are critical
when communicating with a prospect. Good timing with good information improves
the probability of a quality conversation, the catalyst for driving new
Automation adds another level of personalization with custom marketing
campaigns that speak to different prospect segments. Each campaign gains
information on individual prospects and their segment, allowing you to improve
personalization with each message.
With that data, you can create expert proposals
with the help of an integrated
proposal creator. With a proposal creator, you can create a professional proposal
in minutes by flooding policy and submission information. This tool is excellent
for conducting an account review and offering cross-selling opportunities as
Get all the Best Insurance Sales Software in One Place
We know the value of each of these tools because they’re just what our Partner Platform agencies asked for to enhance their sales and marketing experience. See how you can get all these sales and services tools and more in one system – contact us to view a Partner Platform demo today.
With so many options and diverse needs, it can be challenging
to determine how to choose the best agency management system for your agency.
Are you looking for ease of use? Quality training? Integrated systems? Robust
marketing? Is it possible to find a system that meets all your varying agency
Chances are, there is a right system out there for your agency – if you know how to look for it. Narrow your options by starting with the base “must-haves” for any management system.
Your Management Systems Musts
Find a system with the ability to create custom workflows, personalized
dashboards, and agency-unique data fields.
to upgrade. Tech moves fast, and you want your management system to be
malleable enough to keep up. Find a system with update-able tech.
You don’t want access tied to one physical location – give your team
flexibility with cloud-based access.
The data you store in your management systems is valuable, and you
want it to stay protected with top-of-the-line, disaster-proof storage.
client portals are becoming a must-have across industries, including the
insurance market. Give your customers the best tools with an integrated client
portal to access and update their policy information.
Email integration. Use
integrated email to send messages right from your management system and
automatically attach all incoming and outgoing messages to each constituent
profile, streamlining processes and improving E & O coverage.
and Marketing Automation. These
essential prospecting tools can help you gain and leverage vital data,
empowering you to improve sales and marketing and grow your agency.
Find What You Need with Partner Platform
Our Partner Platform agency management suite starts
with the basics in access, security, and customization and offers all the
essential integrations to serve your agency’s unique needs. Our
dedicated team works with each Partner Platform agency to provide in-depth,
personalized training and a host of always-accessible resources to keep
Let us bring you the tools to achieve exceptional
customer experiences, win more business, and grow your agency in the long term.
Get in touch at firstname.lastname@example.org, 800.747.7005, Option 6, or fill out a simple contact form here
to find out more.
The answer is quality insurance accounting
software and training. In fact, close to 65% of small
business owners make use of accounting software. With the right technology,
you can make your agency finances more manageable and even find a way to bring
on an expert with the money you save. To get you started, here are some of our
best insurance accounting posts.
1. Getting Your Insurance Finances in Order eGuide
More than just a blog post, this
eGuide provides a wealth of tips on how to get your agency finances set up
right. With a solid base, you’re ready to delve deeper into assessing your weaknesses
4. Ask the Experts: Top Financial Questions and Best Accounting Software for Insurance Agents
Before we talked to our accounting experts about
perpetuation and M&A, we looked to Donovan, Sullivan, and Ryan CPA and
Partner Chris Ryan and our in-house expert, Director of Product Management
Bryce Lee, to talk best accounting software for the independent agency. In
this post, Chris and Bryce cover common accounting questions, how to face
challenges and the best tools to manage accounting in insurance.
5. Five Insurance Agency Accounting Blogs to Add to Your Summer Reading List
Beyond these tools, we also provided a wealth of information on how agencies can build their brand and grow their business on our blog. As we start a new year, we hope you’ll benefit from some of the tips and tricks we’ve captured.
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.
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.