Today, agents are currently facing a number of changes in the industry – increasing consolidation, the evolving workforce and new consumer experience expectations. Agencies often struggle with separate, disparate systems that are costly, difficult to integrate and even more challenging to maintain. Multiple systems require duplicative data entry and eliminate the opportunity to have a single source of truth for customer information.
To ensure your agency capitalizes on each business opportunity and provides the best customer service, it’s critical that each member of your staff – regardless of role – accesses the same customer details in their system. Purchasing additional licenses provides greater access to information for more of your staff, enabling your agency to eliminate time and cost spent managing multiple systems, discover new business opportunities and enhance your value as a trusted advisor with quicker service.
Here are a few examples of ways to integrate more processes, and ultimately staff, into a single application.
Manage Your Benefits Business
Managing your benefits business alongside your P&C business provides staff with a comprehensive view of the customer or prospect, enabling staff to quickly assist customers and easily identify cross- and upsell opportunities without having to go from one application to another. It eliminates manual processes like commission tracking and duplicate data entry so that your staff can be more productive and make better business decisions faster.
Track New and Renewal Sales Opportunities
Automating sales operations in your management system allows your sales staff to easily view, monitor, track and forecast new and renewals business directly within the application. Role-based, intuitive dashboards offer visual representations of performance making it easy for agents to track individual sales goals and forecast future opportunities. Having a single source of truth delivers real-time accurate data to your entire staff to ensure you offer complete coverage for all your customers’ insurance needs.
How to Position Your Agency for Growth
Changing insurance marketplace dynamics require you to do more for your business in less time, particularly smaller agencies or brokerages where individuals are asked to fill multiple roles and manage many disparate tasks. It’s no longer enough to go un-automated with paper files and manual records. Disparate systems of record cannot support a growing digital agency.
More so than ever before, Applied Epic provides your agency with a comprehensive view of clients and prospects across all lines of business. Integrated capabilities provide greater insights to your sales pipeline and visibility into all lines of business to increase staff efficiency and lower administrative costs. Enabling more of your staff to leverage Applied Epic ensures you have one system of record – for all staff – allowing your agency to focus on the business of selling insurance and growing into the digital future.
View these short webinars on Sales Automation and Benefits to learn more.