A website and app combination that shows you your client and prospect database mapped out for higher productivity and efficiency. It will give your Agency the opportunity to schedule multiple appointments based upon mapping- making days more efficient and productive. Why do you need this? We feel that this takes a 3 pronged approach. First is from the New Business side. With the increasing need fo
r insurance agents to compete with online carriers, agents must work harder towards building relationships with clients and prospects. As you know clients and prospects aren’t always able to meet at your office, so this tool gives agents the opportunity to market, service and retain clients far more efficiently while meeting clients’ needs outside the office. To accomplish all of this, agents must become more efficient with their time and get in front of clients and prospects more often while working mobile. Mobile Agent can also assist you on focusing your marketing efforts on specific territories for New Business growth. Ability to target homes within existing clients neighborhood
You can then tailor your Agency Marketing (mailers) based upon zip codes or SIC codes
Market to commercial prospects based upon number of existing clients surrounding their place of business (driving existing clients to their business). This shows the benefit of being with your Agency vs. someone else. Pull in public data to pinpoint specific types of business’
Add X-dates & notes for prospects & clients
Increase New Business through focused marketing efforts by direct mail or canvassing
Second is the Retention side. Increase your Retention through customer satisfaction and ensuring that your Agency stays on the forefront of the clients mind. Use local client list to drive business to existing Commercial accounts
Increase NPS through higher customer satisfaction
Ability to email clients on their birthdays through App
Third is increased Profitability. Increase your Agencies Profitability by mitigating potential claims on properties or business’ through re-inspections and visitations. Catch potential claims before they happen, exponentially increasing retention
Agencies can re-inspect properties when out at appointments and potentially catch property deficiencies before claims occur- increasing profitability for your Agency.
