 Client Success Story
Challenge
The Sussman Insurance Agency is a Chicago-based, full service agency led by
Alan Sussman. Two years ago, this small office of four was spending a tiny
fortune on postage by mailing out applications and plan booklets to each prospect.
This frustrating process was eating up precious admin time and had a sluggish
return rate. Mailed information was often lost, thrown away or never received,
resulting in sales-costing delays. Additionally, the offline software Alan
and staff used didn’t reflect rate updates, meaning quotes were essentially
being run in the dark.
Solution
To cut back on postage costs, labor and time, the Sussman team implemented
Norvax™ QuoteBuilder, SiteLever and BrokerOffice. These easy-to-use, web-based
Norvax tools are a perfect fit for agencies looking for a one-stop solution
to slash unnecessary admin costs, speed up the application process and boost
sales.
Results
$200 Saved a Month, Just on Postage Alone
With SiteLever, carriers’ information and applications are available
online and ready to be sent by email. Alan’s team has slashed their traditional
mailings – saving $200 a month on just postage alone. They can put that
money back into buying leads, and pour the extra admin time into more productive
pursuits.
Application Time Reduced by 86%
Traditional mailing gave the Sussman Agency a poor response time of 10-14 days,
if not longer. Now that customers can access information and pull the applications
online, Alan sees application turnaround in just 2 days.
Closing Ratios Rise 40%
In the two years since buying a Norvax quote engine, the Sussman Agency’s
closing ratios have leaped 40%. They were able to achieve this boost in sales
without changing their marketing strategies. Thanks to QuoteBuilder, Alan and
staff get customers hooked with instant access to quotes and insurance information.
No more waiting for days for the mail to come. Now customers are quickly educated
about plan details when they’re in the mood to buy.
Online Quoting Products Increase Accuracy, Efficiency
In just seconds Alan can run and email quotes and specific carrier information
tailored to each customer. Plus, the Sussman team quotes confidently knowing
their quote engine automatically provides the most accurate, up-to-date rates
and information.
Online quoting products let the team guide customers through the application
process right over the phone. Together they can review online plan details
and quotes and download carrier application forms. Alan’s team can answer
questions while customers fill out and submit the application in real time.
The personal attention improves application accuracy and makes the process
quick, efficient and virtually paperless.
Enhanced Professional Image Builds Customer Confidence
The Sussman Agency is getting great customer response to their Norvax website,
constructed with SiteLever. Even though Sussman’s is a four person
office, their website creates the image of a much larger operation. High-quality
graphics and images, including logos of leading insurance carriers, are impressing
customers with the agency’s professional style.
Office Always Open for Business
BrokerOffice lets the Sussman Agency keep all their leads in one central location.
And those leads aren’t locked in the office after hours or over the
weekend. Now Alan can manage their databases from home or out of state – wherever
there’s a computer he’s got a direct line to his business. Plus,
clients doing their insurance shopping at odd hours will always find Alan’s
website up, running and open for business.
From the Client
“Our Norvax Quote Engine is one of our best tools. Having our applications
up-to-date with our agency’s number on it and having people apply right
online has been a huge timesaver.”
“Before getting our Quote Engine we were spending a fortune! That $200
a month in postage could have been used for buying leads. And with mailing
we never
knew whether that money was going to come back. Now we can access a lot more
people and spend a lot less money!”
-Alan Sussman, Sussman Insurance Agency
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