Help Your Agents Become Top Producers
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General Insurance Agency Solutions

We've been helping agents use the internet to run more profitable agencies for years - and we know no two shops are exactly the same. But they often have very similar challenges.

Whatever business aspect that needs improvement, we have the agency tools that can help.

Below are some of the most common problems both agents and agencies have with selling health insurance. We've included our recommended tools and why we think they could be the right solution.

Sending out rate discs and packets to hundreds of agents every time rates change is too expensive.

Distributing leads is a nightmare.

I can't keep my agents' pipelines full.

I have no way of seeing what my agents are up to.

I want my agents to produce more.

 

Sending out rate discs and packets to hundreds of agents every time rates change is too expensive.
Introducing a team of agents to new products means spending thousands on mailing out kits.

Solution: Agency Quote Engine
Rates and product information are updated directly on our quote engine. Instead of sending out a costly mailing, simply send an email to the entire team of agents with links to new rates and plan details. One general agency began saving a minimum of $20,800 per mailing by using the Agency quote engine tool.
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Distributing leads is a nightmare.
Routing leads eats up too much of the day, and there's no way to track them after they're distributed.

Solution: Lead Distribution
This lead management tool is designed specifically to help larger agencies effectively route their leads and keep a close eye on agent sales activities. All leads are imported and distributed automatically - giving you more time to work on building your business.
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I can't keep my agents' pipelines full.
It's a struggle to find a cost-effective way to generate the volume of leads your agents need on a daily basis.

Solution: Internet Leads
Feed agents a steady flow of leads without the usual marketing gamble. Our leads are distributed in real-time, just seconds after the consumer has requested an insurance quote online.
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I have no way of seeing what my agents are up to.
With zero visibility into an agent team's daily activities, it's hard to pinpoint and address productivity issues.

Solution: AgencyOffice
AgencyOffice gives each sub-agent their own online lead management and quoting system tools, which you can monitor from the Master Agent dashboard. Get full visibility into every agents' workflow. The reporting features provide real-time snapshots of closing ratios and sales activity. No matter where an agent is located around the country, you'll always know what they're up to.

AgencyOffice also automatically delivers new leads to sub-agents according to your preferred distribution logic, to identify and reward the best producers.
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I want my agents to produce more.
Every agent on the team could be generating more revenue, but you're unsure how to get them to step up production.

Solution: AgencyOffice, Insurance Leads
Help agents place more cases by giving them the online insurance sales tools used by top producers nationwide. AgencyOffice equips each agent with a quoting system that allows them to shoot out professional email proposals - complete with brochures and apps in seconds. Personal online lead management systems save time by eliminating paperwork and filing. Internet leads keep the team busy selling policies instead of chasing prospects.
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Interested in solving one of these challenges, or have another question? Contact a Product Specialist and we can further explain how our insurance agency management tools can help.

Want to see the insurance tools in action? Demo any product or software see how each solution works.


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