subject: Systems For Insurance Management [print this page] Efficiency is a buzzword in the insurance industry today. Ensuring every insurance agent works more efficiently can help keep insurance agencies solvent in lean times, and insurance agencies getting more out of their insurance agents can actually see an increase in business. While spending for the most part is down, insurance agencies are increasingly looking toward a comprehensive insurance agency management system to wring more efficiency out of its agents.
Most insurance agency management systems seek to simplify or speed up many processes insurance agents have to work through, or automate many mundane tasks of insurance agents handle throughout their day. A major criticism of insurance agency management software is the web application development company that develops it has little knowledge of the insurance industry, sometimes only adapting other generic software in an attempt to tap into the lucrative insurance agent software market. Despite this, there are many highly acclaimed insurance agency management systems available.
The key to most insurance agency management systems to increase efficiency is actually customer relations management. Most insurance agency management software includes comprehensive insurance CRM software that can simplify or automate many small customer relations aspects of being an insurance agent, leaving the agent free to work on more important tasks, such as policy work or more complicated customer relations details. Easiest to automate are timed correspondences (simple things like birthdays), but in addition some insurance agency management systems can run targeted marketing campaigns based on the interests of contacts that were collected when the contact approached the insurance agency about a policy. The complete marketing modules have several usable marketing materials, like customizable surveys and newsletters, for insurance agents to engage contacts with in a thoughtful manner. The targeted marketing campaigns are meant to be interesting enough to generate an educated response from the contacts.
Top insurance agency management systems simplify processing of new contacts as well. The web application development company can program the processing software to automatically fill in pertinent information as insurance agents collect it the first time from the contact. This speeds up processing so simple required information, such as address and other contact information, will not have to be referenced repeatedly over the course of developing a policy. Other time consuming tasks in policy development are also simplified or automated, such as ACORD form generation and editing. Some insurance agency management systems will create ACORD forms as PDF files and enable insurance agents to add, delete, and make other changes directly to the form on the computer, instead of printing off many copies and handwriting information and changes. This kind of convenience also conserves paper and saves time, since the form does not have to be completely filled in again.
Catering to the proliferation of wireless Internet and smartphones, many insurance agency management systems are also web based. This kind of freedom allows insurance agents to work from nearly anywhere, which allows for a reduction in required office space and in turn utilities. Many web based insurance agency management systems store their own data on their own secure servers, eliminating the need for the costly servers and ancillary equipment they require. In addition, being able to access the insurance agency management system on the go from a smartphone can help insurance agents stay on task through reminders and messages about meetings or important upcoming events.
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