Technology is changing the way we live and work. We are experiencing a more connected life in a more connected world. These connected experiences are impacting insurance consumers’ expectations. To meet these expectations, our industry must deliver a connected experience between all participants in the insurance ecosystem, which requires adopting modern technologies.
Answer the questions below to get your digital broker score, and see how it compares with the national average.
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How Digital Are You?
Your Organisation
What is the size of your business? (revenue)*
Approximately how many total employees do you have?
Less than €1.25 million
€1.25 - £2.5 million
€2.5 - £5 million
1-9 employees
10-24 employees
25-49 employees
How Digital Are You?
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Next
€5 - £10 million
€10 - £25 million
More than €25 million
50-74 employees
75-99 employees
More than 100 employees
Management System
Does your organisation use a broker management system?
Yes
No
Which of the following capabilities are you leveraging in your management system? Check all that apply.
Complete visibility into all departments within one system [P&C, Benefits, Sales]
Financial reporting and accounting
Document management
How Digital Are You?
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Next
Tracking sales opportunities and prospect information
Do you offer eSignature functionality to your clients?
Yes
No
Enhanced workflow process management
Cloud
Is your software hosted in the cloud? [versus on premises servers]
Yes
No
How Digital Are You?
Next
Next
Data Analytics
Do you use a business intelligence tool to gain business insights from your broker mangement system data? (i.e., Access graphical reports to view performance metrics and KPI analysis over time)
Yes
No
How Digital Are You?
Next
Next
Insurer Connectivity
Does your organisation receive integrated eTrading for personal schemes?
Yes
Yes
Next
Next
How Digital Are You?
No
No
Does your organisation receive integrated eTrading for commercial schemes?
Mobile
Does your brokerage have an cloud-based client self-service portal?
Yes
No
Does your organisation provide a mobile app to your clients?
Yes
No
Can your staff interact with your management system outside the office via their mobile device to review accounts, add prospects etc.?
Yes
No
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How Digital Are You?
How Digital Are You?
Your Results:
64%
National Results:
Next Steps
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Embrace Data Analytics
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Move to the Cloud
The management system connects, automates and optimises all data and operational capabilities, enabling the business to be as effective as possible. A single system enables brokers to standardise workflows and gain a single view of the customer, providing the information and agility required to efficiently manage policy fulfilment, insurer relationships, sales automation, and financial accounting processes.
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Adopt a Foundational Management System
29%
Download the Digital Broker Report
When your staff have remote access to information and tools within the management system, they can quickly respond to client and prospect service and sales requests. By providing 24/7 self-service options to clients and prospects via mobile applications and web portals, you can effectively meet the omnichannel service that your consumers have come to expect.
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Go Mobile
Leverage digital technology to eliminate paper and automate policy-related information exchange directly into partner management systems, so you can create a servicing strategy that better aligns with your agency partners’ needs. Both agencies and insurers can save 60 minutes per employee per day when using download services.
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Leverage Insurer Connectivity
Congratulations! Your business is digital. You’ve automated your business to ensure you can thrive today, tomorrow and in the years ahead. Continue to stay on top of the latest advancements and embrace emerging technologies to keep your business on track now and in the future.
By using software that is accessible anytime, anywhere and backed up by redundancies, your business is always available to customers – even during a disastrous event that could have completely disrupted operations. By eliminating the time and expense managing IT systems, more of your staff’s time can be spent selling insurance and servicing customers.
Your business needs a data analytics tool that can visually distill information into easy-to-understand dashboards that provide immediate, actionable business insights. With more insights into client policy details, preferences and geography, you can focus on the most profitable growth areas, build stronger insurer relationships and deliver a higher level of customer service.
Agents need access to the most up-to-date and accurate policy-related information to provide the omnichannel service their customers expect.
Independent brokers must work in tandem with insurer partners to ensure the best coverage and service. Through increased connectivity, brokers have greater access to markets and automated customer service, providing instant access to the latest customer information – from quotes to policy details– at a moment’s notice and when customer need them most.
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The average for brokers with similar revenue size is
The average for brokers with similar employee count is
XX%
XX%
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How Digital Are You?
Great job! You’ve taken some important steps to becoming a digital broker. The sections below without green check marks indicate capabilities you can implement to drive even more success today, tomorrow and in the years ahead:
Time to evaluate ways to becoming a digital broker. Though you’ve taken some steps to automate your business, the sections below without green check marks indicate additional capabilities you can implement to drive even more success today, tomorrow and in the years ahead:
Time to take steps to becoming a digital broker. In order for businesses to experience success and deliver on the promise of insurance – to safeguard and protect what matters most in people’s lives – it is vital to use digital technology to ensure your business will be there when your customers need you most. Here are the technologies you can implement to drive success today, tomorrow and in the years ahead: