Any insurance agency worth its salt currently operates with the help of some type of content management system. One thing every insurance business has to face is that there is an awful lot to keep track of. Insured clients, brokers, affiliates, agents,
commissions, and the list goes on and on. Having the right agency management system can literally be the difference between success and failure.
NowCerts provides a state-of-the-art, cutting-edge type of management system that acts as a trendsetter in over two dozen unique features.
The first feature on the list: The self-serve certificates feature of the
NowCerts agency management system. In brief, this feature allows agencies to delegate the task of creating insurance certificates to the customers themselves. Far from kicking the proverbial can down the road, this approach is incredibly beneficial for an insurance agency.
Top Benefits of Self-Serve Certificates
1: An Increase in Customer Retention
The first real noticeable benefit of the self-serve certificates feature is that it helps to increase your customer retention percentage. The biggest reason for the higher retention numbers using the
NowCerts agency management system is that customers have an all-inclusive set-up with which to work. Not only can customers log into the system to check their status, to pay their bill, and to find out pertinent information about their policy, but they can also use the system to issue themselves a certificate, so there's no waiting around for the company to get to it.
2: No Back-Up of Work-Flow
Even with the advances of modern technology today, it can still be a time-consuming job to create insurance certificates for your insured clients. Even though cutting-edge technology like the
NowCerts agency management system stores and automatically enters most of the client's information into the requisite forms, having to sit there and create certificate after certificate can become tedious, which then becomes slow, which then causes a backup of work-flow. Customers handling their own certificates, however, keeps things moving right along.
3: Building Trust
Unfortunately, with a lot of insurance agencies in operation today, it is literally too much to ask that an insured can get a real agent on the phone. Many insurance companies give their customers the cold, robotic voice treatment and basically ignore the wants and needs of their client base. It's very sad, but also very true. With the
NowCerts agency management system, you're actually allowing the insured to access your system. Not only can the insured get in touch with an agent, but he or she can use the actual company's system to issue themselves a certificate or to find out other important info.
4: Staying Modern and Convenient
Everyone in the insurance industry knows that the competition grows exponentially each year. As more channels become available and as social networking continues to attract more millions of customers, it's getting harder to compete on a customer's level for their contracts. The
NowCerts insurance agency management system allows your business to stay incredibly modern and to offer the most convenient set of insured-friendly features existing on the market today.
Add in the fact that the
NowCerts agency management system is 100% secure, only allowing access to what you deem appropriate, this system is a win-win for any insurance company. Reduce your
work-flow, build trust, retain more customers, and stay competitive in the age of instant information. This one feature alone makes the
NowCerts agency management system worth it, and it's just one of dozens of similarly great features.
