* Contact information clearly displayed
* Easy-to-complete quote forms
* Strong, visible calls to action
* Customer service options like make a payment or file a claim
* Links to social media profiles
* Through reporting that shows you quote counts and closing ratios by producer as well as reasons why policies aren’t bound. This information helps you review your sales process and improve any weak areas.
* Through integration with a marketing automation system for automatic follow up on every quote you do with the rater.
* Through workflow customization where you can default answers, hide questions and set fields as required.
* Through online quoting and binding via a rater you can put on your insurance agency website.
* Create consistent, repeatable processes that improve your efficiency and protect your agency from E&O issues.
* Download policies from the Internet so you have the most up-to-date client information.
* Track sales, commissions, producers and carrier performance.
* Integrate with your agency marketing and comparative rating systems.
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1415 Halsey Way, Suite 314 |
75007 | Phone: (800) 383-3482
1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482