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Agency production
scores at your fingertips
Measuring production or overrides accurately across an agency’s
book of business is a critical yet onerously time-consuming,
expensive and error-prone activity today. A typical agency
contracts with several carriers, with numbers ranging anywhere
from 10 to 150 as the agency gets larger and is actively looking for
the best rates across the insurance agency marketplace.
Alas, insurance carriers today do not supply information in a
consistent or information-rich manner. Production and override
file formats fed to downline agents and agencies range from text
files to CSV, Excel, or PDF files from which cutting and pasting
information can be a challenge. Oftentimes these files are missing
crucial information like Premium Values or Issue Dates, requiring
the Carrier back-office to dispatch special files upon request.
Agency reporting teams comprise anywhere from 0.5 to 3
FTEs for logging into each carrier, extracting files and pasting
values into a spreadsheet, so that this information can be used
to report on incentives, field agent calls, or support sales teams
with information.
“This process can take anywhere from 1 week to even a month,”
stated the COO at an Omaha-based NMO. “At the end of the
day, the information has already changed by the time we put the
reports together, or are often erroneous,” remarked the CMO of
another NC-based agency.
As 2020 comes into focus, create a list of current pain points
and ROIs that new services and advanced technology can support
your business with.
Monitor your most current
production scores, all in one
place, on your browser
or your smartphone!
To understand how AgentVizion
can help transform your business
email: [email protected]
Five ROIs to consider when buying:
Can the offering accurately enable
Performance measurement in real time?
Does it save time and money through automation?
Can it empower your downline through 24x7 information
access, so your agency and agents have one place to go to
look at their book of business?
Can the system improve service levels by enabling you
to have informed discussions with your carriers or your
downline based on readily available data?
Will the technology have tools available for agents that
further helps your recruitment efforts to entice top talent?
Find a system that can not only eliminate
your pain points, but something that can
drive visible impact to your bottom line.
AgentVizion is a real-time, automated platform that
offers just-in-time, aggregated Production reporting
for Carriers, Agencies, and Agents across their books
of businesses including Life,
Annuity, Health and many others.