Work With Clients, Not Paperwork

Work With Clients, Not Paperwork

Being an insurance agent requires a certain amount of care and bedside manner with clients. They want to know that you’re their advocate when dealing with insurance providers and expect to reach you during some of the worst times of their life. Agents spend a great...
Improve Client Retention

Improve Client Retention

In the insurance world, customer retention is key. In most cases, retention efforts take precedence over acquisition over new customers because retention rates for insurance are lower than most other industries. According to the Independent Insurance Agents of Dallas,...
Better Communication With Clients

Better Communication With Clients

One of the chief complaints that unhappy insurance clients have against their providers and/or agency is inadequate or the lack of communication. Clients get frustrated when replies to their inquires take too long, especially if it’s concerning an urgent matter. Even...
Automation at The Insurance Agency

Automation at The Insurance Agency

As an insurance agency or brokerage, you have the task of matching the right client with the right insurance. Being part of an agency/brokerage means a lot of back-and-forth communication between your clients, insurance vendors, underwriters, etc. You’re also trading...
File Claims and Insurance Paperwork Faster

File Claims and Insurance Paperwork Faster

How many claims does your company receive from clients in a typical day? Dozens? Hundreds? It’s a lot to keep track of, especially if your insurance company runs mostly on paper. In order to process claims, you require a lot of data about your client and the policy...
How Much Does Paper Cost Your Agency?

How Much Does Paper Cost Your Agency?

How much is your agency’s monthly overhead? The price of doing business can be a big part of your overall operating expenses and eat into your profits. As your business grows, wouldn’t it be nice to not have to grow your overhead as well? What if you could cut your...