4 Ways to Create Flexibility in Your Agency
Last year we all had to adjust to shifting guidelines, quarantine, and work from home orders. How did your agency do? If you’re still in the industry then you must have learned a new F-word along the way. Flexibility (although I wouldn’t blame you if the other one was uttered a few times too).
With an unpredictable future ahead, there’s an ever increasing demand for digital content. Because of this, having flexibility in the way your agency does business is vital. With Access My Insurance (AMI) we set you up for success no matter who pops up in the background of your next video conference. Here are 4 ways that AMI can keep your agency nimble and agile no matter what the future holds.
1. Make Your Clients Feel Like VIPs
The first and most obvious way to stay flexible is to allow employees and clients to access the information they need from anywhere. AMI is a web based product that streamlines productivity, allows convenient communication, and provides powerful business tracking and marketing tools. You’re able to run your business and continue to flourish even if the world shuts down.
Let each customer feel like they are your favorite without having to bend over backwards. With our integrated messaging system, text messaging, and now our customer mobile app, they are able to contact you during the good, the bad, and the ugly. It will be one less thing for them to think about if their world is crashing down around them.
No matter what kind of pandemonium ensues, you’re able to reassure your clients that you are here for them and you’ve got their back. Even when things seem uncertain, they will know you are rock solid.
2. Producers Without Borders
We want to take care of everyone in your company, and this includes your producers. Come hell or high water… or a virus that looks like one of those suction cup balls you played with as a kid… AMI allows your entire agency to continue running smoothly. Our producer portal can also be accessed anywhere. It allows producers who are always on the go to effectively manage and service their clients and prospects. This means everyone in your company is still able to fully function whether in the office, or stuck inside with a cat in their lap.
As an admin, you are able to allow your producers access to the things they need, and keep private the things they don’t. They are able to enter new clients and manage follow ups which means they always have access to accurate data. They are able to view policies, risk, claims, attachments, and premiums for their clients anywhere they go, or are stuck.
3. Cut The Cord
No more being tethered to your office. As we learned in the last year, depending on a brick and mortar to work out of is not always a sure bet. With a server in the office, there are quite a few limitations to securely working from home.
Increase your agency’s flexibility even more by using Amazon Web Services (AWS). AWS is the world’s most comprehensive and broadly adopted cloud platform. It has the most secure cloud computing environment available today, and operates with reliability and simplicity. It gives your staff the ability to work from anywhere, at any time, from any device with a consistent experience and performance in any scenario.
4. Leave 1984 in The Past
Branding tells your clients and prospects who you are and why you are unique. Just like that iconic Macintosh commercial, it helps you to break free from conformity and distinguishes you from your competition. You can see all the ways AMI helps bring your agency to life in our previous post, “4 Ways to Leverage Your Agency Branding and Drive Growth,” but right now we want to focus on one specific aspect.
Included with AMI is a branded customer facing website. We’ve built templates to get your website up and running, and branded specifically for you. Your site will be fully responsive (optimized for every screen size and device available), and legitimizes you as an agency. Your pool of prospects can increase significantly with a branded, professional website.
As we wait to see what happens with this new virus variant whose name reminds me of all the flights I didn’t take to Aruba last year, you can trust that no matter what happens Access My Insurance has you covered. From employee, client, and producer access anywhere, cloud based service options, and tools that bring your brand to the forefront, you’ll be ready to roll with the punches.
Stay flexible with AMI, contact us today and let us show you how you can run your agency better with Newton.