A digital brokerage delivers enhanced customer satisfaction because it empowers brokerages to provide the omnichannel experiences today’s consumers expect. Consumers have so many options with which to fulfill their needs. As a result, brokerages must focus on the demands of the customer to provide a superior customer experience.
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How Digital Brokerages Deliver Enhanced Customer Satisfaction
In Fact
Enables an enhanced customer experience by giving customers
on-demand access to insurance information, documents and bill pay. Provides a single brokerage-branded online portal and mobile app for policyholders to interact with. Strengthens the brokerage/customer relationship and saves money by shifting transactions from brokerage staff to self-service. Customer
self-service often delivers a return
on investment in less than a year.
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Brokerages can maximize the value
of their customer base by increasing client promoters – those who really appreciate the advice and service they receive and are willing to promote their provider to others.
Source: Bain & Company
Karen Hoflin, Vice President, Go Insurance
Case in Point
We now have the ability to communicate with clients on different levels and provide more proactive service. It’s simple to cross-sell to clients that already have car insurance with us and focus on building on the monoline accounts.
Customer Self-Service Portals and Apps
Technology Needed to Get Started
Integrated into the management system, enables your brokerage to send individual text messages to policyholders. Also provides the ability to trigger mass messaging through system events, such as automated welcome emails or reminder notifications directly from reports for the purposes of marketing campaigns, storm alerts and more.
Text Messaging
Simplifies and expedites the signing of documents. Provides your brokerage’s customers with a fast and easy way to electronically sign contracts, applications and other documents anytime, anywhere from practically any device.
Docusign
