Agents feel our industry is currently behind the curve on automation. As one told us, “Bring me as much pre-filled information as you can. Make it easy for me and I’ll run with the sale.”
“Bring me as much pre-filled information as you can. Make it easy for me and I'll run with the sale.”
Agents wish they could offload simple repetitive tasks as a way to free up more time to focus on growing the business. They’re looking to carriers to streamline their work by leveraging the large amounts of publicly–available data in order to minimize manual data entry. Keys to providing an effortless experience: minimal data entry, minimal exceptions to underwriting and a simplified process for uploading to the carrier.
Professionals may be facing a shortage of agency support staff, which makes it more challenging to handle day-to-day operations. Making the process effortless helps reassure professionals. This is a powerful way we help them grow their business while better meeting client needs.
Our professionals generate millions of quotes annually! Volume like this is why it’s so important to provide support to gather those quotes and turn them into bound policies.
