Attention to Detail (Early and Often) and a Focused Process Can Help Boost Adoption and Positive Results

The biggest complaint from clients is about the sheer amount of information that’s being requested in conjunction with repetitive questions across multiple carrier applications. This process is frustrating and time consuming, and insurance agencies and brokerages are increasingly turning to technology to simplify the process and improve the customer experience.

At Morris & Garritano, we specifically sought a solution to enhance the client experience surrounding the renewal process through technology, while also gaining efficiencies for staff by reducing touch points including client follow-up and data input. Our agency was an early adopter of Indio (see Rough Notes’ May 2018 article), and as we enter our second year using the program, clients and staff are beginning to realize efficiencies in the renewal process.

[T]here are times when things don’t necessarily work as intended. Having a dedicated [vendor] point person … to help us … has been instrumental to a successful partnership.

The platform helps us easily identify changes and updates from the client, eliminating the need to check and cross-check lengthy schedules. It also offers a verification mode, allowing clients to easily review prior-year information and update only what is needed. Other benefits include enhanced two-way integration using an import/export feature and the ability to send automated reminders to clients to minimize the amount of time spent on follow-up.

Read the full article on RoughNotes.com.