From mobile banking to hailing a cab, customers have become accustomed to on-demand access for every activity - and insurance is no different. With client portals, agencies can provide their customers with a variety of information whenever and wherever they need it including: insurance policy information, insurance documents, and claims filings and processing. This tool not only benefits clients but can also save agents valuable time. Since customers can access their own policy information, agents no longer have to take the time to pull and email requested documentation.
And the good news - your agency management system might already offer this tool. To learn how to get started and the different variables agencies should consider when beginning to think about implementing a client portal please visit our website.
Compete in Today's On-the-Go Market with Insurance Anytime, Anywhere
IDR Going Digital Webcast
The Insurance Digital Revolution hosted an event to help insurance professionals transform their agencies to meet the needs of today's insurance customers. It shared information about how agents can meet customers' expectations to conduct insurance business when, where, and how they want it. Independent agents also shared their real stories about how they have implemented 24/7 services and technologies they used to support it.
Upcoming Going Digital Webcast: Engage Customers with Interactive Websites
The Insurance Digital Revolution is currently planning its next webcast about how independent agents can create websites that drive traffic and engage customers. According to the Insurance Digital Transformation Survey, only 8% of agents rate their sites as excellent, while 60% say their sites are average to poor. And 73% of agents cannot quote auto and home from their sites.
Websites are usually the first contact customers have with an agency and it is important to make a good first impression. We will be sending out an invite after next week with more information on this event.
We are happy to share that IDR organizers, Joyce Sigler and Stu Durland, recently published a byline in Independent Agent Magazine about the challenges agencies face when starting on the path to 24/7 service. In the article they share insights and advice on what agencies need to consider when becoming 24/7 including: where to start, which technologies to implement, and how this move will impact the staff.
