Automation Can Grow Your Insurance Brokerage

You sell something everyone needs – insurance. Businesses rely on you to provide advice about the various types of coverage and the options that might work best for them.

Selling insurance sounds easy enough. Unfortunately, you’re not the only one offering insurance policies; especially with more than 1.6 million agents and brokers in the U.S. This means you have to find ways to stand apart from your competitors.

Companies looking for coverage typically move quickly and pay attention to the first broker that gets back to them with the best-fit product and premium. Employers like to shop around for the best deal to make their funds last.

Your Competition is Fierce

Once you know what type of coverage an employer is seeking – you invest time shopping for policy options that meet both their needs and budget. But to do this well, a good deal of knowledge about which carriers offer the types of coverage your clients need is required.

Let’s face it—insurance is complicated. Further adding to the complexity, insurance coverage options vary from state to state AND from company to company within the same state. You really must know what you’re doing, where to access options and how to explain the policies to keep afloat.

With so many policy options available, you have to be on your A-game to have a seat at the table and get your options selected.

The old process for getting quotes involves filling out forms and making phone calls to get quote options. This approach is time-consuming and costly because you can jump through all the hoops and quickly lose the opportunity to someone else.

Stop Manual Processes – Automate Your Market Access

In today’s technology-based society, there are many ways to use technology to get your quotes faster.

The key is finding the right combination of tools that help you quickly access a vast array of markets and unique offerings that you can potentially offer your customers.

You can sign up for a free account to do just that at Syndicated Insurance Resources. Yes, FREE. We help you save time and money because you upload one ACORD and access more than 150 markets within minutes.

By using our system, your time filling out forms and making phone calls to carriers becomes a thing of the past.

Using technology makes the process of quoting and responding to customers faster. In turn, you are guaranteed to get a seat at the table and grow your business.

By using Syndicated, you can even get higher than average commissions.

To Grow or Not to Grow – The Choice is Yours

You can continue to spin your wheels using the tired, laborious manual processes. Or you can streamline what you do and how you do it quickly and easily.

The choice is yours. Are you going to let your competitors win the business you desire? Or are you going to make use of free services that can help you get quotes faster?

Sign Up Today!

Already signed up and don’t know how to make the most out of it? Call us at 877.333.8195 or email us today.

Drive Sales with Faster Submissions: Free “How To” Webinar

Brokers and agents save time and money by joining Syndicated Insurance Resources…for free. Why? Because we provide you with one point of contact to access multiple programs and carriers. You also get higher-than-average commissions.

Our partnership with Appulate streamlines your ACORD submission process to help you rapidly get competitive pricing and makes you stand out to your employer clients. As a member of Syndicated, you have free access to this easy-to-use tool.

Join us on Aug. 16 or Aug. 31 at 2 p.m. ET for an informative webinar to help you learn how to use Appulate to:

  • Reduce form redundancy
  • Track submissions
  • Upload ACORD data to populate quoting portals (MGA, Brokers & Carriers)

 

 

News Release: Syndicated Services Forms Partnership with Appulate

Syndicated Services, Inc. announced a new and improved technology platform augmented by our relationship with Appulate, Inc.

These new capabilities combine the power of a streamlined submission process with cutting-edge presentation capabilities and supported by Syndicated Consulting Services.

augmented services will be complimented by a team of carefully selected partnerships with a commitment to:

• Return all calls from a solution partner within 4 to 6 hours.
• Monitor all consultations for quality.
• Unlimited free consultations for participating brokers and clients.

“This will allow our broker agents to provide additional products and services through a relationship with our company,” says David G. Bell, CEO of Syndicated Services.

Now our brokers can:

• Quote and submit for up to 150 carriers,
• Access more than 40 programs,
• Gain market Access for new carriers,
• Provide Pay As You Go solutions with or without using a branded payroll solution,
• Offer valuable services to compliment the risk management offering,
• Bundle it all together or sell the features ala carte.

In our product testing, we have seen a great deal of excitement with the enhanced capabilities” states Dean Radtke, Senior Vice President of Broker Relations.
“We want to do more than email a quote. We want to be a valuable part of the sales process.”

Here are just a few of the new integrated consulting services:

• Legal / Labor Consultation
• Human Resource Support
• Employee Benefits
• Compliance and Training
• Accounting
• Technology Integration and Support
• Marketing

All of this is powered by BizAssure and fully integrated with the Appulate submission system.