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 and leveraging modern technologies.
Answer the questions below to get your agency's digital score, and see how it compares with the national average.
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How Digital Are You?
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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 and leveraging modern technologies.
Answer the questions below to get your agency's digital score, and see how it compares with the national average.
How Digital Are You?
Applied Digital Agency Scorecard
Management System
Does your organization use an agency 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 quoting
Enhanced workflow process management
How Digital Are You?
Automated commercial lines application process
Integrated texting
Embedded market appetite
Insurer Connectivity
Does your organization receive Personal Lines download?
Yes
No
Next
Next
Does your organization receive Commercial Lines download?
Yes
No
Does your organization receive eDocs and Messages?
Yes
No
Does your organization receive Claims download?
Yes
No
Are you a registered user of IVANS Exchange?
Yes
No
Does your organization use IVANS Real-Time?
Yes
No
Does your organization receive Benefits download?
Yes
No
How Digital Are You?
Does your organization receive Direct Bill Commission Statements download?
Yes
No
Are you a registered user of IVANS Markets?
Yes
No
Do you use a comparative rater for Personal Lines?
Yes
No
Mobile
Does your agency have an cloud-based client self-service portal?
Yes
No
Does your organization 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
Get Score
How Digital Are You?
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
45%
View the Digital Agency 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.
Learn more
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.
Learn more
Leverage Insurer Connectivity
Congratulations! Your agency is digital. You’ve automated your business to ensure your agency thrives 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.
Agents need access to the most up-to-date and accurate policy-related information to provide the omnichannel service their customers expect.
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.
Download the Digital Agency Report
The average for agencies with similar revenue size is
The average for agencies with similar employee count is
XX%
XX%
Enter your information below to get your digital agency score:
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How Digital Are You?
Great job! You’ve taken some important steps to becoming a digital agency. 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 agency. 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 agency. 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 agency 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?
How Digital Are You?
How Digital Are You?
Applied Digital Agency Scorecard
How Digital Are You?
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
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.
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
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.
Learn more
Leverage Insurer Connectivity
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
Go Mobile
Learn more
Go Mobile
Learn more
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
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
Learn more
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
Learn more
Adopt a Foundational Management System
