A digital brokerage delivers faster growth because technology automates selling and servicing to more quickly identify new business opportunities; streamlines communication between employees, policyholders and insurer partners to close more business faster; and continuously measures business performance analytics to ensure maximum profitable relationships with customers and insurer partners.
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How Digital Brokerages Drive Growth
In Fact
Delivers integrated sales opportunity, pipeline, forecast and activity management, and automates the pipeline/prospecting processes. Provides a single view of your prospects and customers within your management system and eliminates the need to invest in separate systems to manage sales pipeline.
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1%
increase in organic growth
increase in a brokerage's value
5%
Source: Reagan Consulting
Chantal Pelletier, CEO & Partner, Bradley's Insurance
Case in Point
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Sales automation has been a big thing for us. The first thing each broker sees in the morning is how their speedometer is doing – in terms of performance compared to their target. I found it was a great motivator for them.
Sales Automation
Technology Needed to Get Started
Extends rating services into your management system workflows to automate the exchange of client information for quoting purposes.
Quote Automation
Provides deep, graphical analysis
of the rich data available in your management system to propel brokerage growth. Presents sales rounding in easy-to-understand visual dashboards that identify clients who have a strong probability to respond to cross and upselling.
Data Analytics
