Streamline your
Insurance Agency
and mitigate risks with our services.
Data consulting & Insurance Operations Solutions
- AMS/CRM Management
Your Agency Management System or Customer Relationship Manager is the key of your business’ data strategy. Let’s define your business AMS/CRM current status and potential improvements in order to set a roadmap to automation.
- Payment Reconciliation
Ask yourself this simple question: How many hours/day spent your business analysts on a monthly basis reconciling payments?
We’ll reduce it, simplify the process and optimize this critical processes.
- Custome made Reporting
Turn your business data into actionable insights with our data analysis and reporting service.
After all, what can’t be measured, can’t be improved.
- Virtual Executive Assistant
Looking to hire Virtual Assistants that will provide a great service to your customers? Assist with data entry and simple or complex tasks.
We sure can match you with the correct virtual assistant for insurance businesses.
- Administrative support
Day to day in an insurance business can be a lot, even for the most in synced team. Let’s automate manual routine task and enhance your team’s productivity.
- Insurance Marketing
Keep an effective communication with your customers and potencial ones. From lead generation, social media marketing, ads campaings to smart automated workflows that will save hours.
The Process
We follow a simple methodology that centers in busines processes to solve critical issues:
Strategy Definition
- Schedule a call
- Understand business requirements and goals
- Assessment of business' current capabilities, identify gaps and opportunities
Review
- Service roadmap design
- Review and adjust
- Final Approval
Get Started
- Set up communication tools
- Develop and Implement agreed solutions
Still not automating?
Guess what? It’s already costing you money.
In today’s insurance industry, companies are grappling with fierce competition, diminishing customer loyalty and outdated business processes. And that’s when an articulate data strategy might differentiate your business.
Data can help you understand your customers, optimize your operations, innovate your products, and grow your revenue.
With our services finally you don't have to
As your agency grows you need to rely more and more on a solid data strategy that truly serves your business’ goals.
Make sure to provide your team proper solutions to their day to day work’s needs.
Get the best of a data driven experienced team without hassling the technical and training aspects.
Let’s just understand your agency’s current needs and set a roadmap for success.
Why Automated Agencies is the right partner for you
- Flexible Service Model
- Cost-Effective Solutions
- Data Security
- Ad Hoc Solutions
- Expertise in Multiple Agency Management Systems
- Data Driven Solutions
Help your team to excel
By contracting our services, your insurance agency will free up valuable time that can be dedicated to sales instead of other important but time demanding tasks.
Greater Focus on Sales
Allow your agents to focus on what they do best: interacting with clients, understanding their needs, and selling policies that meet those needs.
Improvement of Operational Efficiency
Automation can significantly improve operational efficiency. Repetitive and time-consuming tasks can be automated, reducing errors and freeing up time for more important tasks.
Cost Reduction
Outsourcing can be a more cost-effective option compared to hiring and training internal staff for these specialized tasks. Additionally, by working with a service provider, agencies can benefit from economies of scale.