How Your Agency Can Save Time and Improve Service
In today’s fast-paced insurance environment, your team is likely busier than ever—juggling renewals, certificates, policy changes, and customer calls. If your agency isn’t actively enrolling customers into the AMI customer portal and app, you’re missing a huge opportunity to streamline operations and enhance the customer experience.
By giving your customers secure, self-service access, you empower them to manage routine insurance needs on their own—reducing back-and-forth communication and freeing up your agents for high-impact work.
Here’s how your agency can start making the most of the AMI platform.
Why It Matters: Benefits for Your Agency
Enrolling customers into the AMI portal isn’t just a convenience for them—it’s a strategic advantage for your agency. Here’s what it brings to the table:
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Reduced Workload: Customers can request and generate their own certificates of insurance (COIs), cutting down on email and phone traffic.
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More Efficient Communication: In-app messaging lets customers contact your agency directly and securely, reducing delays and miscommunication.
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Improved Customer Experience: Customers appreciate 24/7 access to policies and documents without needing to wait for a response.
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More Time for What Matters: Your team can focus on renewals, sales, and servicing complex accounts.
Step-by-Step: How to Enroll Contacts in the Portal
1. In AMI, Open the Customer Record
Access the dashboard using your agency credentials.
2. Add or Update Contact Info
Under the Contacts section, either:
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Add a new contact, or
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Select and edit an existing one
Ensure their email address is current—this is critical for sending the portal invitation.
3. Enroll Contacts
While editing a contact, check the box at the bottom labeled “Enroll Contact” and save. Alternatively, you can click the 3 dots on a contact card and select “Enroll Contact”, as well.
That’s it!
The customer will receive an email with instructions on how to log into the AMI portal and download the mobile app. The email includes a link to setup their password and get started.
Tips to Drive Adoption
Encouraging customers to use the portal doesn’t stop after the invite. A few extra steps can increase adoption and help your customers get comfortable:
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Send a Follow-Up Email: Reiterate the benefits and confirm that the invite was received.
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Highlight What’s in It for Them: Emphasize that they can request COIs on their schedule—no waiting, no calls.
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Give a Quick Demo: A brief phone walkthrough can help hesitant customers get started.
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Promote Secure Messaging: Let them know they can reach your agency faster and more securely through the app.
Sample Email Template for Agents to Send
Subject: Access Your Insurance Online with the AMI Customer Portal
Hi [Customer Name],
We’ve enabled access to your AMI customer portal and mobile app. With this tool, you can:
Generate certificates of insurance anytime
View policy documents
Communicate securely with our team
You should have received an invitation email with setup instructions. Let us know if you didn’t get it or need help logging in!
– [Your Name], [Agency Name]
*Introduce the Mobile App to your Customers by using our ready-made email announcement*
Enrolling customers in the AMI portal is a small effort with a big payoff. It not only improves customer satisfaction but also helps your agency operate more efficiently and with fewer interruptions. In a world where customer expectations continue to rise, digital access isn’t just a “nice to have”—it’s a competitive advantage.
Start today. Identify your top customers, enroll them in the portal, and make digital access part of your service model.
At Agency Systems, we pride ourselves on delivering exceptional customer support that is both personalized and prompt. If you’re looking to streamline your operations and optimize your insurance agency’s performance, reach out to us at support@agencysystems.com or call us at (979) 260-9702 to learn more about how Access My Insurance (AMI) can revolutionize your business.
