By: Michael Miller, Smart Choice® State Director
Gone are the days when insurance agents had to invest in expensive hardware and software to quote, issue, and place policies. Updating software was tiresome and time-consuming. And when a computer went down, your production ground to a halt.
Cloud-Based Tools are Cost-Effective and Efficient
Fortunately, those days are now behind us. Today, the best quoting and policy placement tools are all online. Instead of buying software, you buy monthly subscriptions to cloud-based applications. A single subscription can allow all of your agency’s producers to access the application. This saves you money in software and hardware in the long run.
It also makes your agency more efficient. You can access cloud-based tools anywhere and anytime as long as you have an internet connection. Log in from your desktop, laptop, tablet, or smartphone, whether you’re in a meeting with a client or enjoying some time at the cabin.
My Favorite Cloud-Based Insurance Agnecy Applications
There are many online tools out there for insurance agencies, from comparative raters to agency management systems. One of my favorite raters is Applied Rater, formerly SEMCAT. Applied Rater lets agents compare quotes from more than 500 insurance carriers. It can integrate with your agency management system and your website so you don’t waste time duplicating data.
My top two choices for agency management systems are EZLynx® QQ Catalyst®. Both of these cloud-based agency management systems allow you to access all of your agency data from a single dashboard. Manage your prospects and clients and keep tabs on how your producers and CSRs are doing.
When you become a member of Smart Choice®, you receive significant discounts on my favorite agency applications. Quote, issue, and place policies from anywhere with no additional investment in hardware. To discover why a partnership is the smart choice, connect with Smart Choice® today!