In your communication with your clients, do you ask for the important questions that will keep your business growing and thriving? Our April newsletter lays these out so you have a framework to approach your clients in a way that builds relationship and business.

 

Are you asking for these 3 things? 

Three things you should be asking your customers for: Referrals, Reviews, and More Policies.

  • Referral sales require almost no financial investment.
  • Customer reviews not only establish your brand and business on social media, but 77% of people read reviews before committing to a purchase.
  • Marketing to existing customers takes less effort and will improve retention.

Getting started is made simple because we have quality messaging to professionally brand your agency ready to go! Using our ready-made emails you can immediately begin campaigning your existing customers with little to no effort.

Leverage AMI to be the growth leader in your market, and try a LIVE DEMO today!

 

Are you getting the most from your Download Carriers?

Having access to current and accurate information about your policies is crucial to running your agency effectively.
We are certified with 1700+ carriers for the following download types:

  • Policies
  • Direct Bill Commission Statement
  • XML Activity Notes and Attachments
  • Claims

Newton also allows you to setup Download Alerts so you can stay on top of cancellations, premium increases/decreases, and scheduled item changes such as drivers, vehicles and properties.

Let’s talk! Contact our Support Team today if you have questions or would like additional training.

New to Agency Systems?

Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines, retail agencies, brokers, and general agencies.

Our Goal is to help you run your agency better. We do this by helping you get more customers, keep customers longer, and selling more policies. Growth is the number one priority for any agency, and our all-in-one solution provides all the capabilities you need to manage your agency. Let us help you connect with your customers with little effort on your part.

To schedule a demo or get more information, contact us today!