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Top Insurtech Tools Every Broker Needs

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Overtake the competition by getting the top insurtech tools every broker needs. When it comes to advancing your agency and positioning yourself ahead of your competitors, it’s important to know the benefits of digital insurance solutions so you can utilize the best tools for your unique business.  

 

Savvy brokers are making plans to become more efficient and effective so they can easily secure optimal growth. Make sure you have the necessary technology to accomplish this without wasting time, energy or money. 

 

Explore the top insurtech solutions every broker needs: 

Lead generation

 

Leads are the foundation of any business, and having a healthy funnel of incoming leads is essential for sustained growth. But it’s also important to bring in the right prospects so you’re not wasting time and energy on leads that won’t go anywhere.  

 

Take advantage of a one of the top insurtech tools featuring a database with millions of insurance profiles that enable you to prospect smarter so you can eliminate frustration and hassle. Identify the right prospects for your specific business with hundreds of data points from dozens of disconnected sources so you can be more efficient.  

Marketing automation

 

There are a limited number of hours in the day, and you need to make sure you’re spending your time effectively. If you find yourself buried under administrative tasks, then it’s time to automate so you can put more time and energy into connecting with your clients and prospects.  

 

Use marketing automation to preschedule emails and preset campaigns so you can spend more time on higher-value activities that directly impact your bottom line.  

Configure, price, quote

 

One thing that everyone wants is a good deal, and you can help your clients find the best deals with CPQ solutions from Zywave. Insurtech solutions can help you streamline workflows by integrating with your existing tech stack and delivering quotes quickly and accurately across multiple carriers. 

 

Give your clients the savings they’ve been looking for and cement yourself as a broker on their side. Get instant and accurate pricing from carriers while comparing and analyzing quotes so you can present the best options.  

Agency management system

 

Managing your agency doesn’t have to be hard, and you can save time by getting rid of complicated, time-consuming inefficiencies. Bring your workflows together into a unified platform to improve productivity, manage tasks, identify cross-sell opportunities and manage prospects and quotes in one insurtech solution.  

 

When you improve efficiency by reducing errors and managing data in a single location, you’ll be able to spend more time focusing on selling.  

Content management system

 

You need lots of content to keep your clients engaged and build authority with prospects. But creating and distributing this content is time consuming and takes your focus from other aspects of your business. 

 

That’s why a content management system is one of the top insurtech tools every broker needs. Get organized and position yourself as a trusted advisor with thousands of attorney-backed pieces, add your own third-party content and make sure everything is branded for your organization.  

Client portal

 

Are you ready to better serve your clients? Provide additional tools and resources with a client portal that helps you exceed your clients’ needs and expectations.  

 

Like you, your clients are busy, and they’ll appreciate being able to self-serve and find answers with on-demand resources. Plus, you’ll put more time back into your day by giving them access to information they commonly search for.   

Learning management system

 

Compliance standards are constantly changing and keeping up with everything can be a hassle for your clients. Give them peace of mind with a learning management system to help them track and meet these standards for government-mandated training. 

 

Access more than 200 trainings on topics including workplace safety, sexual harassment, legislation updates and more with an easy-to-use system that includes administrative portals build specifically for brokers and employers.  

 

Finding the Top Insurtech Tools 

When it comes to technology, there are a lot of options out there, and finding the right one to fit your unique needs is essential.  

 

If you’re ready to accelerate success with top insurtech tools, Zywave is here to help. 

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