Insurance agencies and brokers manage a multitude of composite relationships through their normal course of industry – and it’s these many moving parts that need a higher level of organization essential to increase production, reduce managerial tasks, and streamline agency actions.
Powered by Insurance Broker Software, InsureQlik provides an integrated agency management solution designed exactly for insurance agencies that broker employee reimbursements solutions; comprising group benefits, health, individual life and financial services.
Here are various of the benefits our customers have realized by adopting Insurance Broker Software
Leverage the Power of the Platform:
- Improve functioning efficiency and streamline cross-team teamwork by managing evidence around the relationships that substance most to your insurance agency – in one, familiar and intuitive system.
- Leverage current investments in expertise and education with tight assimilation of Microsoft Outlook, Word, Excel and SharePoint.
- Set in and support insurance detailed workflows to endorse the behavior you want your brokers to follow and eradicate time-consuming managerial tasks.
- Easily admittance Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection
Robust Policy Management
- Quickly view policy evidence from a global or client standpoint with instinctive drill-down capabilities.
- Effectively accomplish policy rates and carter plan evidence; and easily copy policy and rate evidence from one year to the next
- Capture insurance rate plan patterns and contribution quantities across each client and policy reporting type
Streamline Client Interactions
- One-button export of carrier strategies to Microsoft Excel for quick plan judgments and RFP formation
- Complete view of Clues, Prospects, Clients and Carriers including all upcoming and past interactions across every agency trace point
- Effectively accomplish support cases by issue class, policy, client, carrier, producer or contact for a real-time global view of all amenity issues.
- Gain visibility into client precise sustenance so you can clearly enumerate and articulate the importance your agency provides for each consumer.
Improve Sales Effectiveness
- Identify new customers and up-sell, cross-sell value to current clients
- Develop suitable, targeted marketing operations to high-value clients
- Dashboards and on-demand broadcasting for agent and broker productivity, new business pipeline, customer faithfulness and year-to-date commands vs. expected sales goals
- Assignment Tracking
- Easily accomplish your incoming carrier commissions and outgoing creator commission payments in one system
- Accomplish commissions from a global viewpoint or drill down into the policy, carrier, or manufacturer split details.
- Import monthly carrier declarations for quick settlement of expected commission payments
- On-demand intelligences provide visibility into actual vs. expected commissions, manufacturer commissions, commissions by carrier, or commissions by customer
Insurance Broker Software is flexible, easy-to-use, and presently has over one million users assuming it as their CRM platform. InsureQlik has leveraged this powerful stage to help many insurance brokers improved and accomplish the relationships, workflows and business essentials most significant for their insurance agency.