The Importance of an Agent Being Involved in the Quoting Process

Technology has been increasing at exponential rates over the last few decades, and as such, most consumers are used to completing forms online or using an automated voice message system (as frustrating as it may be at times).

While many of these automated processes come with a convenience factor, there are still parts that require a human touch - especially in the insurance industry.

Insurance quoting is one area in which agents should be involved. The biggest obstacle to using automation during an insurance quoting process is that it eliminates the ability to collect information outside of a set boundaries within the program. As an insurance agent, we encourage you to be as involved in the quoting process as possible. Consumers still desire the most efficient process possible, especially when it involves insurance coverage for their businesses or families. Make it a priority to prepare, discuss and provide accurate, reliable information when working with clients.?

It may be convenient to electronically sign and deliver documents, but having the important conversations such as risk management and coverage options may be better done by phone or in person. This can minimize misunderstandings and ensure both parties are fully informed.

The insurance world is full of technical terminology and formal procedures, but it’s also a relationship business, and that requires agents to dedicate time and effort into nurturing potential customers. Insurance isn’t just a business, it’s about building relationships and protecting lives.?