A digital broker delivers greater efficiency because technology automates the majority of the manual, time-consuming tasks required to run the business, such as establishing workflows, servicing customers, connecting to insurers, prospecting new business and analysing operations.
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How Digital Brokers Are More Efficient
In Fact
Provides anytime, anywhere access to insurance information. Directly linking mobile apps to the broker management system enables your employees to access accounts, contact details and insurance policy information, and gives them the ability to add prospects, create and manage activities on the go.
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78%
of survey respondents
said access to the technology they like
to use, such as mobile, makes them more effective at work.
Source: PwC
Lesley Smith, Finance and HR Director, RHG Insurance Brokers
Case in Point
We have two remote account executives who run our whole book of business. They aren’t in the office very often so mobile is key for them to keep in contact with the office and access the information they need via their mobile phones.
Mobile
Technology Needed to Get Started
Automates the exchange of critical policy-related information from insurers to the management system. Ensures the most up-to-date P&C and Benefits information is instantly available at the moment you need it, and saves up to 60 minutes of time per employee per day.
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Delivers the most frequently used broker management system workflows across all users and locations. Automates process management, adapts and reassigns pre-built workflows to ensure consistency, increase efficiencys and reduces the risk of errors
and omissions.
Automated Workflows
