New Year’s Resolutions for Insurance Agents in 2023 - Part 2
Imperial PFS
Our solutions help agents and insurance providers offer their customers improved cash flow and streamlined payments.
What are your professional resolutions for this year?
Welcome back to part two of our review of potential resolutions for insurance agents in 2023! In case you missed part one, you can catch up here.??
?At IPFS?, we want to support you as you strive to up your insurance game in the coming year. We’re here to provide you with the tools and technology you need to streamline your operations and provide great service to your customers. Some ideas to get you started:?
1)?????Expedite your sales cycle
When your back office saves time by expediting the sales cycle, your front office (and your insureds) will benefit. That’s why it’s important to have a cohesive set of tools designed to enhance your office’s efficiency. IPFS designed our One Platform of solutions with this in mind. From flexible online payment options to cancellation avoidance alerts, IPFS’s One Platform is your one-stop-shop for the solutions you need to streamline your operations and expedite your sales cycle.
2)?????Improve your customers’ experience with your website
Regardless of industry, customers across the board appreciate an easy-to-use website. When you implement a functional and visually appealing website, you are better positioned to attract new customers while retaining existing customers. As you think about what you want your website to look like and do, keep in mind that high-quality insurance agent websites are:
3)?????Streamline document delivery and signature and down payment collection processes
When your agency sends documents and collects signatures and down payments electronically, insureds can quickly and easily work through the process of getting the coverage they need. Electronic document delivery allows for paperless processing of loan agreements while also powering a more customized workflow for collecting signatures.
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IPFS offers eSign because we understand how important it is for insureds to be able to sign important documents electronically. In a few seconds and with a few clicks, insurance agents can send documents and receive signatures back, and even utilize IPFS to collect the down payment expediting your sales cycle and getting your insureds quickly connected with the coverage they need.
4)?????Integrate your Agency Management System (AMS) for better efficiency
When you integrate your AMS, you can access powerful reporting functions, automate time-consuming data entry, and track opportunities – all with a few clicks. Integrations like those offered by IPFS can empower your agency to:
Getting set up with integrations in the coming year will better position your agency to provide your customers with fast, high-quality service.
Offering insurance doesn’t have to be a complicated, multi-step process. Make 2023 the year that your insurance agency gets set up with the tools and technology you need to streamline your operations for both new and existing customers.
What is your professional resolution for your insurance agency in 2023? Share it with us in the comments below!?
About IPFS?
With IPFS, you have the power of one digital platform, designed to work seamlessly with your existing agency management system. To learn more about our One Platform of solutions, visit www.ipfs.com/one??