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.

There’s no better time to update your agency management system than now. It’s the start of a new year, and your agency is ready for fresh beginnings and a new update. In an age where digital is king and Insurtech rules, here are the top agency management system tools you need to make it in 2020 and beyond.

Discover more on how to choose the best management system for your agency on our blog

Client Portal

The customer service game has forever changed with digital. Customers now expect to be able to access their information and get in touch with you anytime, anywhere. Enter the client portal. A Microsoft survey found 90% of consumers expected an online portal from companies. You need a client portal to keep up. Your portal should provide customers access to view and compare policies, print ID cards, download certificates, submit claims, and update coverage, among other necessities.

Find out more on the Partner Connect Client Portal experience here

Customer Relationship Management System (CRM)

Explicitly designed to track and nurture leads, a CRM is essential for any modern, customer-based business. CRMs gather data on a prospect’s past on and offline interactions to determine the best sales and marketing tactics to convert them to a customer. With an integrated CRM, your agency can create targeted outreach campaigns and messaging for audience groups to increase reach and response.

See what our Producer Results Manager CRM can do for your agency

Marketing Automation

Marketing automation is your ticket to creating targeted outreach campaigns that lead to sales success. With marketing automation, you can set up various social media and email campaigns based on each specific segment’s needs and set them up to send automatically based on where a prospect is in the purchasing journey. And, you can schedule emails and social posts to go out to customers to keep them connected with your agency.

Discover what marketing automation has to offer your agency

Proposal Creator

Your agency creates dozens or more proposals each week. Imagine if you had a way to create agency-branded proposals almost instantaneously. With a proposal creator, you can do just that. Integrated proposal creators make it easy to generate multiple proposal options for a client and speed up the underwriting process with esgnatures. It makes signing clients easy, faster, and overall better for both your agency and your customers.

Check out the Partner Platform integrated Proposal Creator here

Integrated Texting

It’s no surprise texting is now a critical piece of customer interaction. Studies show texting open rates are almost 3x that of email. So, if you want to reach your customers, you need to send them a text. And if you want to keep quality customer data and enhanced E&O protection, you want to get texting integrated with your management system. Texting is especially helpful in claims management, making it easy for customers to text photos the moment an incident occurs.

Integrated texting is now part of the Partner Platform management system – find out more here

Agency-Branded Mobile App

J.D. Power and Associates recently found almost half of claimants used an agency mobile app to process their claims. With a mobile app, policyholders can access policy coverage, ID cards, and claims information, among other essential items all in one place. It’s also a convenient, always-accessible way to connect with you to answer questions. And, it’s a simple way for you to get in touch with your customers, pushing notifications on inclement weather, policy renewal, and billing inquiries right to their mobile device.

See what our agency-branded mobile app has to offer your agency

Bring Your Agency into 2020 with Partner Platform

None of these essential items are a surprise to our Partner Platform agencies. They’re up-to-date thanks to our Partner Platform community, including our partners like IVANS and ACT, staying on top of all the latest in Insurtech and customer service

Find out more about all that makes up our Partner Platform suite: the Partner XE agency management system, Partner XL integrated sales and marketing suite, Partner Connect personalized digital experience, and world-class data and analytics providing key insights to improve agency performance. Find out about all Partner Platform’s capabilities and request a demo to find out more.

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