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Today’s always-on, digital world has forever changed the way we do business. Customers expect instant access to information anytime, anywhere at the touch of a button and your staff want flexibility and choice in how and where they work.

Meet the fast-paced demands of today’s consumers and your next-generation employees with simple digital interactions. By adopting modern, mobile technologies, you’ll enhance customer service, attract and retain top talent, and create new revenue opportunities.

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Why Customer Self-Service Matters to Your Business

  • A laptop icon with an electric blue screen and a smart phone icon displaying a large wifi signal overlapping the top right corner

    Keep your staff connected no matter the location

    Untether your employees from the office. Give your team access to the information they need to work anywhere, anytime.

  • An icon of a hand holding a smart phone displaying a wifi signal at the top of an electric blue screen

    There’s an app for that

    Make sure your agency stays top of mind with your customers. Give them instant access to their insurance information via an agency-branded mobile app.

  • An icon of a tablet with a smart phone overlapping the bottom left corner, both with electric blue screens. The smart phone is displaying a wifi signal

    Meet your customers where they are

    Go digital! Provide the experience today’s consumers have come to expect with 24/7 mobile and online access to their insurance information.

  • An icon with a blue hand under an outline of a woman with three vertical lines above her head

    Make it easy to do business with you

    No more faxed, emailed and printed forms. Provide an online, collaborative experience for filling out forms making the application and submission process quick and easy for your customers.


What the Numbers Say

  • 52%

    of consumers are willing to switch insurance providers for greater online service

    Source: Deloitte Survey

  • 37%

    higher revenue per employee for agencies that provide clients a mobile app

    Source: Applied Digital Agency Report

  • 59%

    of millennials say state-of-the-art technology is important when considering a job

    Source: PWC


Hear What Our Customers Say

Giving staff and clients the digital experience they expect was top priority for CalNonprofits. Learn how the agency differentiates their business using seamless, integrated digital technology.

Watch Customer Story

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.