The COVID-19 pandemic forced us to change many
elements of our lives. For businesses, it created a quickening effect on plans
to increase tech use and move to digital. With those changes, many agencies
turned to their insurance websites as hubs for their business, whether or not
their site was optimized to take on that level of responsibility.
Marketing automation sends messaging to interested
prospects and clients when they take a particular action, like clicking
“request a quote,” or at a specific time such as when they’re up for renewal. When
integrated with your website, you can set up marketing automation to send
messaging at the ideal times to engage prospects and customers. Research shows
that marketing automation provides works:
Close to 90% of customers now demand more
personalization from businesses, much of which can be done through marketing
Insurance companies that leverage marketing
automation sell 20% more policies per producer (Velocify)
Pay Attention to Your Site’s SEO
Search Engine Optimization (SEO) is critical to your
site’s success. Your SEO status dictates how easy it is for your target
prospect group to find you in an online search. Independent agencies that specialize
in serving their local community benefit from quality SEO by targeting localized
search phrases like “Ashville NC auto insurance.” Your search ranking is
important as statistics show more people are turning to online searches to find
Almost 70% of insurance customers run
online searches before making a purchase (LSA)
Online searches for “insurance near me” have
grown by 100% in the past two years, making it more critical than ever to
have your SEO locally targeted (Google)
Optimize for Mobile
More people are accessing the web via mobile than
ever, and your website needs to adjust. Ensure you’ve optimized your website
design so it can be easily viewed on any device. Mobile access is taking over
as the most popular way to view online content:
Mobile devices (excluding tablets) accounted for
almost 55% of global website traffic in the first quarter of 2021 (Statistica)
Highlight Customer Reviews
Whether it’s from social media, a review site, or
an email message, show off the feedback you get from happy customers. If you
don’t have many examples yet, encourage customers to go to places like Google Reviews
or Yelp and comment about your service. Integrating your social media feed and
these review site comments into your site gives a boost, too. We know authentic
reviews make a huge impact:
Close to 60% of consumers say they go to social
media to influence their purchasing decisions (Marketing
People are up to four times more likely to
purchase a product or service with at least five reviews (Review24)
Get the Custom Website You Need
If you’re looking to upgrade your site to bring
better service and higher-quality insurance leads, look no further than the
experts at Partner Platform. Our latest agency website
offerings are personalized sites custom-designed, thanks to our trusted
Partner Allies. Each site offers integration with marketing automation, customer
service tools like our Client Portal, and secure infrastructure to keep you
and your customers safe.
We’re almost halfway through the year, and a lot
has changed since January. At this mid-year mark, we took a look back at some of
our most popular posts and put together a list of the essentials. These posts
can help hone your insurance marketing strategies for the remainder of the year
Posts to Improve Service
What Customers Want and the Insurance Software to Get It (view post)
What Insurance Tech Do Agency Customers Want (view post)
Expert Tips for Building Your Insurance Website
for Sales (view
The Top 5 Must-Haves for Insurance Websites to
Stay Competitive (view
Making Your Agency Website Your Own with Partner
Insurance Marketing Strategies: Starting a Blog
Posts to Improve Your Overall Marketing
Intentional Insurance Agency Marketing in Four
The Key to Stepping into Insurance Sales
The CRM for Insurance Agents: A Step-by-Step
Let Us Help Your Agency Grow: The Top Insurance
Prospect Software from Partner Platform (view
These posts are just the start of the informative content
we have to help your agency improve your marketing, sales, and overall
processes. Check out all our articles on the Partner Platform blog
and get in-depth resources with our online guides.
Got a topic you’d like to hear more about? Contact us and let us
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 email@example.com, 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
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.
This past year was one like no other. With the entire world forced to move to digital work rapidly, many industries felt growing pains and suffered from the sudden shifts. One industry that didn’t was insurtech.
The term “insurtech” applies to a variety of digital tools used in the insurance industry. Everything from a client portal to an integrated rater are insurtech. Overall, insurtech removes barriers in insurance, speeding up enrollment and claims processing, among other procedures, making it easier for agencies to grow their business and serve their customers.