P&C Agents Tech You Use and Why?

[todd02]

Hey guys I am launching to an extatic crowd of Captive Agents currently but I need more due diligence on IA's. Can some Independent Agents tell me what current sales tool (lead management) systems you use today, any other technology you use for/ how much you pay for it? For instance SMS or a rating tool.

Agency MVP will be the one tool that rules them all with a totally integrated solution that has a smart machine learning / AI organization system maximizing efficiency daily.

 

[insurance1822]

Turd02

All I can share is that when I was a captive, the model was high quote volume to offset the garbage rates you have. Thus, you have a huge pool of prospective insureds that develops as a result.

As an IA, it's pretty much all referral based & most sales close rather quickly. So I don't personally have a huge pool to manage because...I close most all of them. Yes, I probably could automate the process of following up w/ who I don't close...but I don't have a captive breathing down my neck so I don't really care. The ones that I don't close (that are prospects I want..) are few & far between so a simple calendar reminder at renewal works just fine.

I haven't met many IA's that are quoting a large volume of leads like the captive model. Not that they aren't out there (or that your snake oil can't help them..) but experiencing both worlds..it's a very different model.