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Purchase

Invest in technology and processes that make purchasing easy

 
 
The consumer finds the right fit for their insurance needs and it's your agency. Now, they need to be able to easily engage your staff. And, when it's time to sign on the dotted line, many will look for a simple online application and want to complete the process via mobile-friendly e-signature and EFT payment.
 


 

1. Online applications with minimal client data entry

Most consumers are used to completing a quick web form to order service and they will want the same from their independent agent. This can be further simplified when the agent and can work on the file simultaneously. Additionally, any information the agent can backfill from public assessors will streamline the process. Utilize as many online databases for supplanting information as possible. The application also needs to allow the customer to choose coverage and billing options.

Data and solution resources

Screen-sharing resources (Sometimes referred to as "co-browsing" - software you can use to view insured's screens  to act as a guide while they fill out your online forms)


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2. E-signature

Consumers expect mobile-enabled e-signature for applications, coverage rejection and other forms. Common E-signature protocols must be accepted and implemented by all companies and agents and the time savings for agencies can be enormous.

E-signature

 Did you know Big “I" members can save 20% on DocuSign? Save time and money!

 

 

 

 

3. Bonus service feature: online chat assistance

Chatbots are an easy way for consumers to get answers they need and to connect with your sales force. Coupled with an easy to find phone number, your team can help the client determine what coverage they may need and start the application process.

Tools for online chatbots:

Not sure how your website measures up? Get an expert review!
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​Six Steps of the Customer Experience Lifecycle​​​

 
 
 
 
 
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