Empower Your Insurance Agency with a Sales Pipeline Tool for Insurance Industry

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[Music] there is one thing that you wanna take home from today's meeting is this forward what we call a scene s II AM which is sales engagement analytics and mobility so we give you a sales billboard which is more like your sales funnel your engagement is all your marketing automation analytics is giving you data insight about your business telling you your data story and then a mobile app to help you engage with your clients with a better customer experience this is what we will be talking for next 45 to 50 minutes if this is the snapshot that fits in your head you will probably you know that most of it but this is where it all starts so what happens in a sense it's a CRM for insurance agents it helps you with your deal board or your team funnel your task management with between team members with your CSRs your producers and your leadership email automation or you know drip campaigns automation campaigns birthdays and all those kind of fancy things that is what we call today a table stay which is you are leaving money on the table if you're not doing some of these things I'm text messaging or a mobile app it's like that a business dashboard or matrix how many of us do we know you know what data is missing what data is complete what data is accurate what data is enabling us to make the right decision for data-driven decision making process understanding our sales analytics or our business analytics or key performance indicators what are those numbers that should be always on the tip of our fingers same thing with the mobile app you know have we been engaging with our clients giving them a mobile app telling them the value why they should have this and how we are enhancing the value by making that mobile app policy wallet so they not only keep the policies that you are selling them but also let's say you have sold them home and not oh but they have a both insurance have they added that boat insurance on that so once they ask that boat insurance now it becomes so obvious opportunity for you to coat that both when it is coming for a renewal so things like that how do you add those assets like they have added a $15,000 diamond ring now it is an opportunity for you to quote them policy on that so things like that what are we doing to enhance that customer value and customer experience talking about dashboard so there is four things I will show you on the screenshot and then we will take it like dashboard is all about giving your visuals of your data from policy exploration to your Google reviews to your agency and distribution in terms of with the carrier or with the line of a business and all the other data that we will scroll and deal pipeline it's all about you know how your data is flowing with your sales funnel third is on the marketing automation building the drip campaigns your email campaigns your automation campaigns building your single drip campaign for one individual client what are those things that we are doing or your automation like your birthdays referral request welcome thank you clients or Google reviews policy renewal all the fancy stuff last but not the least is your agency branded mobula making sure all the data can be consolidated and pushed to your customer and the pocket we all understand today that this is this is the minimum of the four modules that we need today it's like you know driving a car with the four wheels you cannot drive by having two or three or one wheel you got to have four fully functional well integrated that works with your management system and connects with the data with your management system so that in a nutshell is how it all works just a snapshot of some of our customers who we work with from north to south from east to west we have some kind of a presence across country I'm just touching base on some of this view you may have seen it on the in our previous presentation talking about why do you think we are one of the best obviously it is not just the product yes we take a lot of pride in the product we have built but it is also the team that is passionate not only to build a good product but to work with you to help you roll our sleeves and get you guys to that adoption center you know great decision awesome service and more than the product we care about service how can you be benefited scenting incredible service and product HSN automation product so this is in a nutshell does how we focus on agencies how we focus on getting you guys up to that speed that you need to ahead that escape velocity for your growth using the stool we have seen agencies growing at 20 to 30% with Absalon option obviously there is some of optimization needed to work with us on a consistent basis that will take it to the next level so now what I'm going to do is switch out of the power point mode and switch it to our demo site so this is where we're going to show you a full-blown how the product work start with what we call our in the c model what we call our sales funnel so sales funnel is let's look into a renewable pipeline to start with so you can build your multiple pipeline and this can be used in commercial insurance your personal insurance you know even to an extent of life and health if you are selling those so you can build your customized sales stages lead encoding device code and so this is a simple four stage process you can have five states 250 stage or two stage the tops up to you you can define your stages for your agency and then in each of those you can add your card I also want to make sure there is if you have question hold on to them we will come to you probably around 10 minutes before the end of the presentation so we can capture some of those so let me go ahead and just write my name here and now put them in short mind so as you can see if I was already in the system it will pull those basic information it will say renewal pipeline which is where I am and I can do an auto insurance let's say Auto personal and it's in leading state and I put in a date for today perfect so as you can see there will be a policy that we get not a lead will get generated in the opportunity section now you can go into the detail of that lead and you can add as much information as you want you know in a personal detail also it will let you get some more information if you have I can save that then you can add a checklist which will let you import and let's say if we are doing Auto checklist so you can customize your checklist to build whatever you want to have in your process that let us say if you are doing trucking insurance you have five or six things that you always want to make sure you follow up with the either with the client or with the referral guys who have sent you that referral that can be a part of those compliance built into your process so it's easy to train it's easy to follow and maintain and you can have as many checklist as you want like I have our added one auto I can go ahead and add a second one let's say mortgage vessel guys so I can do it thank you your partner email and explain the coverage what you got um you can assign it within your team members so right now John Doe who am I signed in and I can assign it to Harry Potter now Harry will be maybe the CSR following up on this lead so this on the left side is all about in the policy and on the right side is what we do in terms of taking notes I'm sending them in oh I'm adding a activity on the calendar or assigning a task to a team member let's assign a task please update code and follow-up email and the due date is tomorrow and I assign it to let's say Alex and the priority is hi try to check for bundles so this task got created now not only this guy a task is created in my bean pipeline but when I click on it it takes me to please update update the code which is this one right and it is assigned to Alex when Alex logs in instead of John Doe he can see the same task on his task list which means now you have a workflow built for your team members let's go back you can make a call right from here installing me and I'm gonna take a call you can send the text message with our attachment you can add a code sheet which is basically like a form let's say we are doing a commercial insurance and doing trucking so you can import a courtship which is like a web form and you can send it to your so my name of those basic information came in and the trucking information once your client fills that done subnets it brings that information back you can send it to your underwriter as well right from here send it to others it will bring it with a link pretty neat you can add a label because it came from Bob so we'll put in a Bob referral you can assign trip right from here so let's say it's an auto campaign trip so we will assign Auto campaign last but not the the final action final action is about let you win the deal it will trigger off automation for welcome campaign if you lose the deal unfortunately it happens you can assign it let's say a year from now you wanna come back and you can put it on a next date so not only I'm managing that deal from start to end which is gone now because you know put it a year from now it is also given the analytics to tell me in the last 30 days so in last 30 days it seems like I am now 50% I want three and I lost three at what stages am i losing those deals you will know that where is your most dollar very stuck at what stage who is giving you more referrals and what are you doing in that last 30 days how many notes you created how many notes you sent how many text message in a good month you want to come back and look into your activity because that's gonna tell you what does winning look like all right so that's in a nutshell um you can also you know there are some visuals to make it you can compact the view so you know if you have a lot of deal going on and you can have multiple filters here so if you are gonna just see all my winning at what stage am i winning all my losses I can just filter by those all the in process I can filter by those if I want to see all the due date this week all the due date next week so there are four different filters okay I wanna see everything that came from Bob are you and Johnny realtor well-read there so these are two coming from bomb so there are different with this you know this is just powerful sales tool to let you do your sales automation your lead management to engagement management pushing this to the next stage from sales to engagement so engagement is all about communication communicating and it's very important as you know sixty three percent better response if you segment your list to it needs to go to in communication who do you wanna talk to what do you want to talk to and how do you wanna talk to and Wendy when I talk to all four are important so who is your list there is nothing fancier than the way we do this you know as you have I'm sure most of you have noticed so far that in what in last 26 minutes of the presentation I have barely typed things I have clicked 95 percent which tells you how intuitive and easy to use the system is for you guys to just go and click and keep using because it has been designed for you specially so now in the list source I'm active class prospects X dates you can upload a file however you wanna bring in your list and then by filter it by office location or a particular tag or include a policy this is this is pretty neat include a policy category or exclude a policy so now you can do your bundles home but no want to include home exclude auto include Bo P excludes year you can do that all day long of whatever bundle that you want to look for or you wanna say I'm gonna sell those bundles out so home but no Auto keep that all day long and once or you can say like mercury just raise the price or stiffer um circa raise the price you can just select Safeco from the list or travelers let's say in just select travelers and you are ready to send an email out pull in your email template right from here let's say who lost the 11 umbrella campaign or something and be able to send it out one thing you will notice and you will remember when you talk to our clients or once we on boat you guys everything you want to accomplish is three clicks away that's how it has been designed and something that you cannot accomplish in three clicks it's not well designed on it's our fault then you know let us know because that's what we always strive to accomplish so once you get your list next thing is about your sending those campaigns out you can build your campaigns with multiple stages second stage can be hastened into first stage who have received but not opened or the who have opened but not clicked you can build your stages as you want and you can send it on X number of days or after X number of days so you can build that use your sequence of a list that you have created use a template let's say we understand the Thanksgiving email was sent out right so we just added the whole thing and push it up but not only you are sending this email slips here click here to my account for a second as you can see you can log into multiple accounts if you if you have that so in analytics we send out a release notes just last week so this is saying that you know first was sent out to 96 percent 43 percent open you know which is pretty darn good average is 20 to 22 percent I click on that list it tells me exactly who those guys who is clicking on it who's getting bounced all that campaign detail is getting tracked so another thing I wanna show on engagement people received switched to analytics one is on automation automation is you know this is like cable states as it says set it and forget it whether it's birthday SSL request welcome clients and you can sequence multiple evening you know when you welcome a glance from you wanna send it on a daisy wrote a 15-day third is a 45 talking about your agency talking about the policy they are talking about if they have a claim what do they need to do send them our Google review all those things got to be done and this is the easiest and the best way how you can accomplish most of those so so that's in a nutshell is about engagement now let's jump right into dashboard this is my favorite part you know I'm sure a lot of you guys are data geek here as well as I was talking to some of you over there so I love that part did that driven decision making this is one of the best and the simplest shock that I love which is policy by expiration what you're looking here is different colors saying different line of business by month on renewal so now I ask this simple question which is pretty intriguing to me is if I have to give a few guys a month off which would it that month well since you guys are mute I'll answer that hours of September because my renewals are lower that month so congratulation you just made a data-driven decision and that is where we all wanted you know it should there is so much of infusion that means to place into a set but eventually we want to make data-driven decisions and these are the things that helps us do that again none of these are just pictures these are all live actionable data so when I say in May let's say although personal is fifty one policies I click on this it opens up that 51 or I can send them an email or if I click on the main as a whole it's going to open entire May policy which is 143 and I can send them an email or if I look at this umbrella 18 there is 18 let's click on that it's gonna give me that entire list of those 18 policies for umbrella and I can hear some applause here so thank you but but that's that's how neat and how quick and easy it is for you I'm sure several of you try to pull the data what is my renewal this month what is my renewal next month my line of business and stuff like that and it takes forever this is just one click away same thing you know where are my customers the location I wouldn't know them on a map tell me what area am i doing well what idea I need to concentrate what kind of a marketing campaign do I need to build it to understand that that business and you can click on in each of them let's say or even if you need to communicate with them let's say where there is some kind of weather issue that you know there is a cyclone or there is a flood warning or you know some kind of a situation or hill storm or something I click on that particular thing it opens up that list I'm ready to send a communication up as simple as that [Music] so taking it further you know now you can also see in terms of your client missing detail um which is what how many have email addresses how many are missing email addresses I just click on that 10% you can open that list up who is missing phone number 11 percent open that list up policies by line of business click on this auto is gonna give you that policy count on my premium same thing you click on that it's going to give you that policy come ready to send an email to them in grace you know Google reviews look look into that or you know policies by line of business same thing you would know exactly who those guys are by line of business or bad doesn't share you know your customers by gender by demographics just click on this 106 guys between 70 to 80 go and if there is a specific product you have in mind for them go and the speak on it and send those communications out you get your live feed of your email who is opening your email what campaigns are running your task list all that analytics a lots of good stuff and then you get your notifications your just one click away from sending a car add a contact and a deal at an event and the policy has an email or text messages all those up Frances stuff trust me guys in last 35 minutes I have shown you less than 10% probably 10% is a lot of percent but it can take us six to eight hours and dive deep into so many beautiful stuff that has been built for you to accomplish use in this and this all gonna come to you I'm very excited so now I will pause here I know I also want to touch base on mobile app but unless you have a specific question you can download the app and I will give you a demo ID and that you can play with what I want to touch base on some logistics which is about agency management system as we say we are add-on to a management system which means we pull data from almost any management system under the Sun which means you will never have to pull any data from any management system it's not a duplicate work for you so that's number one second part is do we feed all the data back to the management system Kusum beta yes several what are for products and several other products we are already integrated for back and forth so at least the good part is you don't have to feed the data for everything we need to accomplish so you need to accomplish it is getting done here the data is never leaving what we call it an AWS cloud which is Amazon Web Services it always stays there no data gets downloaded no data gets uploaded in any form of shape number one number two in terms of security around it it is very well protected because every data only when we you are looking at with your naked eye that's the only time that data is decrypted even when the data moves from one table to another or one screen to another it is encrypted not only that we are now in the process of going through it's a very expensive testing that we are deploying it costs somewhere between 30 to 50 grands a year for what we call as penetration testing which means we hire a group of hackers to hack our system and that's where they tell us where the one of the ladies are and they help us fix it so they are coletta chol hackers but that penetration testing eye is like gold standard and I can assure you none of these in short tech that you talk to none of them do penetration testing so we are putting ourselves to such a high standard that nobody can even compete from the security 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