Questions? Call us at 1-800-667-6389
How To Deliver Quotes to Clients Faster, Deepen Relationships & Grow Your Business
Featured Speakers:
David Brandeis, EVP, Customer Success Group Leader, BOLT Solutions Inc.
Michelle Lewis, Director Agency & Broker Solutions, Salesforce
One of the best ways to turn prospects into clients, and retain those clients, is to provide a simple, clear process when doing business. Many digital tools have risen in the industry to provide solutions, but one that brings options all into one place is Comparative Raters. Comparative Raters (or Comp Raters) have been a part of the insurance landscape since the early 2000s. However, this technology has evolved from static, closed-ended systems, to cutting-edge, open-API enabled platforms that allow independent insurance brokerages and agencies to quote coverage with all the carriers they represent at one time. This setup helps your sales and service teams save time, limit frustration, reduce redundant data entry, and ultimately deliver quotes to clients faster. With a solution like this, you’ll improve service, deepen relationships, and grow business.
Watch this webinar to learn how modern Comparative Raters work and how they could revolutionize your business. You’ll discover how to:
- Connect with many different carriers at once to find the best coverage for your clients
- Save time and money during the quoting process and renewal servicing
- Enable personalized client engagements