Does every proposal you send
out end up in a signed policy?
Insurance broker proposals need insight on documents to follow up on targeted areas.
The typical insurance agency processes thousands of documents each day during the varying stages of paperwork. Part of the process includes client applications, declarations, endorsements, policies, procedures, cancellations, reinstatement, and claims.
We understand gaining the clients business is the first and foremost objective for your insurance agency. Depending on your underwriter many of these insurance documents can be confidential but the initial proposal is dependent on a sales process. Having the ability to understand what area of the insurance proposal is spent in review can change how an agent approaches the follow up conversation.
Commercial insurance proposals take time to configure and agencies of all sizes struggle with insights on which attachment is being reviewed.
Insurance agencies spend countless hours gathering a potential client requested coverage and assets declared. Documentation of asset value and coverage is carefully considered by their insurance underwriters and customized quotes provided. Time is lost if these policies are not understood or agreed upon follow up conversations.
Slydeck can help improve the quality of your potential client follow up and lower your insurance agency operational expenses by spending quality time on the pages visited the most.
Insight for independent insurance agents on attachments reviewed.
We understand the challenge independent insurance agents need to overcome when it comes to choosing potential clients they spend time reviewing quote with.
With age of the internet each consumer has a variety of resources at their fingertips. Your independent insurance agency may be starting out or overwhelmed with insurance quotes requested. Needless to say, knowing which consumers are engaging with your proposals will help with choosing which prospects to spend time with upon follow up.
Choose your best plan
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