A digital agency 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 Agencies 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 an agency's value
5%
Source: Reagan Consulting
Jack Lucas, Operations, ChurchWest Insurance Services
Case in Point
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We have about 11 different campaigns running at all times. Our producers are in awe that they don’t have to search for prospects every day. The system itself is driving it for them.
Sales Automation
Technology Needed to Get Started
Brings quoting workflow
directly into your core agency management system. Allows for new and remarketing of existing policies and eliminates time spent and potential errors that come with rekeying information into a comparative rater.
Quote Automation
Provides deep, graphical analysis
of the rich data available in your management system to propel agency 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