Insurance Automations that profit directly to the bottom line
Automates Insurance Brokerages for improved speed, compliance and margin improvement
So much of the insurance back office has been taken offshore but when you look at the front of house, the agents, the recruitment of agent, onboarding of agents and training of agents we have only seen incremental improvements since the 60's and 70's
Recruitment
The life blood of any insurance brokerage is the writing of new premium and that is driven by the recruitment of new agents - the more new agents the more potential to increase revenues. You also need more underwriters, brokers and support
Training
Agents are only as good as their knowledge and sales skills, by constantly investing and reinvesting in their training, performance enhancement you increase productivity and output
Brokers / Underwriters
When you want agents to be highly compliant they need to be able to check in with brokers and underwriters for a rapid, accurate and consistent response to their questions
Accountability
Top performing Sales agents are amazing because they hold themselves accountable, they set goals, the have managers who know how to get the most out of them.
Onboarding and Offboarding
You brought in a new agent and their first interaction with the company is the onboarding team. That sets the tone for their expectations and life within the company and whether they feel supported
Tech Support
You have bought in the best tech but no one is using it, adoption is low, people need help trouble shooting, acclimatizing and transferring over
