If you haven’t checked out Access My Insurance (AMI) yet you’re in for a treat. AMI is a web-based portal that promotes agency growth by providing access to customer information anywhere and at anytime. You’ll have tools for automated marketing that are ready to go on day one, robust reporting tools that even calculate things like retention rates and net new business, and is customized in a way that it keeps your brand at the forefront of all interactions with your clients.
How much is a customer opinion worth to you?
We are always working to give our customers the products they need, and many tools they didn’t know they wanted. That means we are always searching for new ways to improve. Whether you come to us in need of an agency management system, automated marketing, 24/7 customer web portal, or any of the other capabilities we offer, we are committed to helping you grow your agency. Want to know what our customers think about us? We asked Adam R. Barton from Barton Insurance Group to provide some honest feedback about working with our team. Barton Insurance Group is out of Tennessee, and has been our customer since 2013.
Can you tell us a little about your agency’s background?
“I started this agency in 2013 from my home. Since then, we have grown to 1.5M in gross sales and 8 employees. 95% of our book of business is commercial lines P&C.”
How did you hear about us?
“I found you online”
What issues were you facing before you started doing business with us?
“I’ve used Newton since Day 1 of starting my business.”
Why did you decide to begin using AMI?
“We have a heavy focus on construction related risks. The ability for our clients to access their COI online and self-send these is a service that sets our agency apart from our competitors.”
How was your experience transitioning to using our product?
“Seamless and easy learning curve”
How did AMI help you solve the issues you were facing?
“Most all our carriers are transitioning to PDF copies of policies in lieu of paper copies. AMI gives us a secured site to easily post all policies for our clients where they can easily access them.”
What are your most used/favorite features of AMI?
“Ability for our clients to self-send COIs”
What are some of the most noteworthy parts about working with us?
“Quick response to questions and ability to walk us through how to effectively use all the products we partner with you on.”
Thanks Adam, we love working with Barton Insurance Group!
If you aren’t already one of our valued customers, contact us today. We want to show you how we are able to meet your agency’s needs and how you can achieve consistent growth in your business. With Access My Insurance you’ll have e-signatures, text messaging, automated email marketing, access to policies and attachments from any device, in-depth KPIs with autogenerated calculations of retention rates and net new business production, and more.
Want to see it for yourself? We have a free, self-guided live demo you can visit and experience how easy Access My Insurance is to navigate. Check out all the tools that are helping Barton Insurance Group to thrive with Access My Insurance and see how you can be the growth leader in your market—what are you waiting for?
Reach out to us for more info today!
