Calculators, Quizzes & Tools
Your Score is %
Your state's score is
The national result is
The average for agencies with similar revenue size is
The average for agencies with similar employee count is
Drive success at your agency with a digital transformation plan
Enhance your digital transformation plan
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.
Technologies you can implement to drive success today, tomorrow and in the years ahead:
Time to evaluate ways to becoming a digital agency. You’ve taken some steps to automate your business, but there are additional technologies you can implement to drive even more success today, tomorrow and in the years ahead:
Great job! You’ve taken some important steps to becoming a digital agency, but there are additional capabilities you can implement to drive even more success today, tomorrow and in the years ahead:
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.
Download "The Digital Agency Annual Report” for more information on 2017 technology adoption benchmarks and trends.
Adopt a Foundational Management System
As the central hub of an agency or brokerage, the management system drives day-to-day business activities. It connects, automates and optimizes all data and operational capabilities, enabling the business and all employees to be as effective as possible. A single system enables agents and brokers 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 in one application.
Move to the Cloud
Hosting the applications that your agency or brokerage relies on day in and day out in the cloud ensures continuous, secure business operations. 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 historically would have completely disrupted agency/brokerage operations. Additionally, by eliminating the time and expense managing IT systems, more of your staff’s time can be spent selling insurance and servicing customers.
Embrace Data Analytics
Your management system holds an exponential amount of valuable data about your clients, prospects, insurer partners and staff. To glean the insights from that data that can influence future business decisions, you need a data analytics tool that can visually distill that information into easy-to-understand dashboards that provide immediate, actionable business insights. With more insights into client policy details, preferences and geography, agencies and brokerages can focus their businesses on the most profitable growth areas, build stronger relationships with the most responsive insurer partners, and deliver a higher level of customer service.
Leverage Carrier Connectivity
Independent agents and brokers must work in tandem with insurer partners to ensure the best coverage and service. Through increased connectivity, agents and brokers 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.
As mobile is now the primary means of accessing the Internet, providing a mobile customer experience is the new customer service standard. When staff have remote access to information and tools within the management system, they are empowered to quickly respond to client and prospect service and sales requests – anytime, anywhere. Likewise, by providing 24/7 self-service options to clients and prospects via mobile applications and web portals, agencies and brokerages can effectively meet the omnichannel service consumers have come to expect from other industries like banking.