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.
How Digital Brokers 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 broker 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: An insurance industry consulting firm
William Cooper, Managing Director, Stanhope Cooper
Case in Point
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Data analytics is hugely beneficial to us as a business. As a boutique brokerage, we haven’t got the resources of a bigger broking house, but certainly by partnering with Applied we gain an advantage to compete at that level.
Sales Automation
Technology Needed to Get Started
Enables a complete view of customers and prospects for each person in your brokerage to access and act upon – regardless of role, time or location. Provides essential capabilities for your business to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy administration.
Single, Integrated Broker Management System
Utilises the rich data available in your broker management system to present easy-to-understand reports that identify customers who have a strong probability to respond to cross- and upselling, increasing business growth opportunity.
Data Analytics
