A digital agency 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 analyzing operations.
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How Digital Agencies Are More Efficient
In Fact
Provides anytime, anywhere
access to insurance information. Directly linking mobile apps to the management system enables your staff to access accounts, contact details and insurance policy information, and gives them the ability to add prospects, create and manage activities, and begin new sales opportunities.
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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
Casey Hearring, Systems Administrator,
Schultheis Insurance
Case in Point
Automating information exchange through download is a huge game changer for our agency.
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.
Download
Delivers the most frequently used management system workflows across all agency users and locations. Business process management capabilities automate, adapt and reassign pre-built workflows to ensure consistency and
increase efficiency.
Automated Workflows
