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Opportunities is all about mining into your current book of business for additional sales. 4 core areas to dig deeper into the current book of business includes – Renewals, X-dates, Cross-Sales and Winbacks. Segmenting clients by these categories and developing strategies to communicate accordingly will resonate and yield better outcomes.
Procure renewal information for all the policies in your Agency Management System(AMS) on one screen. The renewal policy data can be viewed for 30 days, 90 days or any period you prefer. While renewing identify opportunities for cross sales, bundles, coverage thus increasing customer lifetime value and additional revenue.
X dates should not be confused with the due dates or Expiration Dates. These dates are prospecting opportunity dates set by the agency to reach out to the prospect before the due date or expiration date of the existing policy. The existing policy may belong to a different carrier and hence an opportunity can be tapped for quote conversion in favor of the agency.
Get a deeper understanding of your prospects or customers’ preferences by studying their current and preceding statistics. Know their requirements and current financials to offer them apt services, maintain good relations, and foster greater trust for higher progression.
Agencies that thrive are skilled in cross sales as it helps increase revenue and higher client retention. Being able to see all the cross sales opportunities, developing marketing and sales strategies to engage and convert and tracking metrics on what’s working are all clicks of a button.
Win Back a lost deal or a lost client is always a morale booster. With the help of automated sales solutions from InsuredMine you will have a much higher close ratio. Enhance the value offered to prospects for closing a lost deal through a win-back email and a text drip campaign. CSR’s or agents can be automatically assigned tasks to follow up after an email drip campaign that goes out to politely nudge these clients and re-engage them.
“Absolutely The Best AMS Available on The Market Today! Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.”
-ALEJANDRO M.,President, Quoteasy
“InsuredMine: Great Decision, Awesome Service. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.”
-TAYLOR W., IT Manager, Sean Fincher Ins.
“It combines phone, text and email connections in one application. Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.”
-STANLEY DEAN , Selling Insurance since 1963
“Incredible service and product. It has an incredible response rate and ease of use. It has been nothing but 1st class service and a great experience.”
-SANTO MILITELLO , CFO, Via Rapida Services
Let your clients update profile, review documents at their convenience. A revolutionary way to engage clients and prospects.
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