Automation for Life & Health Agencies
Want to increase client retention? Hoping to feel more organized during policy application processes? Looking to increase your conversion rate? (Who isn’t?!) Your agency can work towards each of these goals and many more with the help of automation.
Automation allows agencies to transition from manual processes to efficient and consistent processes. This way, nothing falls through the cracks—clients are contacted when they should be, tasks are assigned so they're taken care of at the right time, and you're able to monitor all activities happening so everyone is on the same page.
This eBook will cover what automation is, how you can apply it to your insurance agency, what opportunities agencies have to use automated workflows, and how you can monitor it all.
In this eBook, you'll learn:
- How life and health agencies are utilizing automation in their day-to-day
- For what processes or in what areas your agency should consider using automation
- What Automated Workflow is and how to set up the technology behind it
- How to monitor all automated activity happening at your agency