As a broker selling both P&C and Employee Benefits, you know how much more challenging it is to differentiate your agency in the Benefits space. When all insurers offer you and your competitors the same prices and same plans, how do you stand out from the crowd?
Show your value as a trusted risk advisor by delivering prompt and effective service and advice at each stage of the Benefits lifecycle. Become a digital Benefits agency to gain one view of the customer, Benefits plan design, marketing automation, and pipeline and renewal management.
Why Being a Digital Benefits Agency Matters to Your Business
Build an agile technology strategy
Build the tech stack that works best for your business. With cloud-based open architecture, you can integrate the additional technologies you need, such as Benefits Administration or HRIS systems.
Improve customer retention and acquisition
Today’s insurance customers want to interact with your business on their terms, whether online, in-person or on the phone. Provide them with a frictionless experience no matter which channel they choose.
Save time and money
Simplify your business processes with automation – from back-office accounting to front-office sales – to reduce your operating costs. Make better-informed business decisions with valuable insights across both your P&C and Benefits books of business.
Increase employee productivity and satisfaction
Fewer clicks equals more productivity. Make it easier for your employees to access account and policy details, complete a quote, build a proposal, and more with easy-to-use tools that seamlessly integrate.
What the Numbers Say
of policyholders are looking for fast but accurate answers when working with their Benefits broker
Source: Markets Insider
of policyholders want their broker not just to be a salesperson but a true risk advisor to help them navigate the complexities of Benefits insurance along with rising costs
Source: Markets Insider
is the amount of time saved when using a Benefits plan modeling application on plan comparisons
Source: Applied Systems
Get Started With Tech That’s Right for You
Agency Management Platform
Your Benefits Quoting Application
Applied Benefits Designer
Applied Marketing Automation
Applied Epic for Salesforce
Customer Self-Service Technology
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.