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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 following questions to get your digital broker score, and see how it compares with the national average.
How Digital Are You?
Applied Digital Broker Scorecard
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
Next
Next
Tracking sales opportunities and prospect information
Do you offer eSignature functionality to your clients?
Yes
No
Integrated marketing
Integrated rating
Enhanced workflow process management
Automated commercial lines application process
Integrated texting
Embedded market appetite
Insurer Connectivity
Does your organisation receive integrated eTrading for personal schemes?
Yes
No
Next
Next
Does your organisation receive integrated eTrading for commercial schemes?
Yes
No
Does your organization receive CSIO eDocs and Messages?
Yes
No
Does your organization receive Claims download?
Yes
No
Does your organization receive First Notice of Loss download?
Yes
No
Does your organization receive Billing download?
Yes
No
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
Get Score
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Does your brokerage offer consumers self-service comparative quotes?
Yes
No
Your Results:
100%
National Results:
Next Steps
Learn more
Embrace Data Analytics
Learn more
Move to the Cloud
A single management system enables you to standardize workflows and gain a single view of the business, providing the information and agility required to efficiently manage policy and benefits administration, insurer relationships, sales automation, and financial accounting processes across the entire business.
Learn more
Adopt a Foundational Management System
33%
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.
Learn more
Go Mobile
Learn more
Leverage Insurer Connectivity
Congratulations! Your business is digital. You’ve automated your business to ensure you 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 leveraging 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.
Your agency must work in tandem with insurer partners to ensure the best coverage and service. Through increased connectivity, you have greater access to markets and automated servicing, providing instant access to the latest client information – from quotes to policy details to claims management – at a moment’s notice and when clients need them most.
The average for brokers with similar revenue size is
The average for brokers with similar employee count is
XX%
XX%
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:
How Digital Are You?
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.
Learn more
Adopt a Foundational Management System
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.
Learn more
Move to the Cloud
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.
Learn more
Embrace Data Analytics
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.
Learn more
Leverage Insurer Connectivity and Integrated eTrading
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.
Learn more
Go Mobile
Go Mobile
Your agency must work in tandem with insurer partners to ensure the best coverage and service. Through increased connectivity, you have greater access to markets and automated servicing, providing instant access to the latest client information – from quotes to policy details to claims management – at a moment’s notice and when clients need them most.
Leverage Insurer Connectivity and Integrated eTrading
Learn more
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.
Embrace Data Analytics
By leveraging 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.
Move to the Cloud
Adopt a Foundational Management System
Enter your information below to get your digital broker score:
Get Your Results
How Digital Are You?
Applied Digital Broker Scorecard
View the Digital Agency Report
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