As Director of Client Services, I work with and for
our independent insurance agency clients to provide the top agency management
system tools and training. Our team has worked with agencies across the
country, collaborating with teams of all sizes and experience levels to help
them achieve their desired outcomes of productivity, effectiveness and
After closing in response to the COVID-19 novel coronavirus, many businesses are now preparing their operations for re-opening. There are some top agency management system tools and transition tips that can apply to any change your agency experiences, including one you’ve never tackled before.
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.
Up to 86% of surveyed insurance agents agreed: digital technology and up-to-date insurance
software are critical to agency growth. At the same time, nine out of ten said “legacy software and infrastructure” were
holding them back.
This November, we’re in a particularly thankful mood as
we reflect on the ways our Partner Platform community and system have grown
this year. SIS
President Michael Doran shares his thoughts on what our agencies and
we have done to create the best agency management system experience this year
and for years to come.
Having a mobile-enabled agency is critical to future growth and success. J.D. Power and Associates reported that 42% of claimants surveyed used an agency mobile app. That number will only continue to grow. As the independent channel competes with the direct writers of the world, you need this top agency management system tool.
There are two mobile apps you need to stay relevant: an internal app connecting with your agency management system and a client facing app for customers to connect to you.
Internal Mobile App: Connecting Your Team
An internally connected mobile app allows your agency team to access client, policy and claim information anywhere, anytime. That means faster service for your clients, better connection for your staff, and it even serves as back-up should your agency lose power or experience other technical issues.
An agency management system mobile app extension is also an excellent sales tool. Agents can add in notes and update prospect profiles immediately after meeting, And, they can reference game-changing info during sales conversations. Plus, a mobile app serves as a great task list, keeping your sales team on top of follow-ups and other prospect requests.
Check out these other essential tech tools you need to stay up-to-date in your agency
Client Mobile App: Leveling Up Your Customer Service
Mobile access for clients via a branded mobile app is also a must. With a mobile app, your policyholders can access account information all in one place. It’s convenient, efficient, and essential. With a mobile app, your customers should be able to:
- Search for and download your app right in the app store
- See your agency name and logo on the app icon and within the app for a fully-branded experience
- Access important policy and coverage information, ID cards, list of drivers on their policies, and claims information among other relevant documents
- File a claim or send important information back to the agency via the app
- Receive updates from you via push notifications for things like inclement weather notices, policy renewals, and billing inquiries
Before going mobile, check out these tips on handling agency technology
Getting the Right App for Your Agency
The first step in getting your agency on mobile is finding an app that fits your needs. No matter which you choose, find one that syncs with your agency management system. The data captured via mobile apps is invaluable to your agency, and you want to ensure it’s going right into your system.
At SIS, we know the power of that data. That’s why we added mobile to our Partner Platform agency management tool. This “always on” cloud-hosted access is convenient, intuitive, and secure, hitting all the boxes for a mobile management system app.
Find out more on our mobile offering and other Partner Platform capabilities at https://sispartnerplatform.com.