Automated Servicing

Increase ease of doing business with your agency partners.

Increase staff efficiency and policyholder satisfaction and retention by continuously providing agencies accurate information. Eliminate paper and automate policy-related information exchange directly into partner management systems. Automate servicing with your agency partners to increase ease of doing business, reduce expense managing paper-driven processes, and go to market quicker with new services.

Why an automated servicing strategy matters

83%

of agents find the availability of automated insurer connectivity to be very important when selecting insurers to do business with

Source: Source: IVANS 2017 Connectivity Agency Survey

94%

of agencies use at least one type of download technology

Source: Source: IVANS 2017 Connectivity Agency Survey

#1

factor for agencies evaluating insurer partner relationships is ease of doing business

Source: Source: National Underwriter 2018 Independent Agent Survey

I need to:

Peer Insights

Simplify Agency-Insurer Communications

Automate information exchange with your agency partners to drive efficiency and improve ease of doing business.

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