Is Your Technology Getting in the Way of Customer Satisfaction? Strengthen Relationships with Seamless Systems
Customers are critical to the survival of any business, and insurance is no exception. In order to gain and sustain sizeable market share, it is imperative for carriers and agencies to maintain customer loyalty.
Two top-priority elements for promoting customer satisfaction are an engaged channel of producers and a fail-safe system to keep them up to date. Both of these goals can be accomplished by replacing the traditional siloed insurance technology environment with a flexible technology platform that can integrate multiple systems for more streamlined operations and better, quicker access to data.
Challenges Caused by Disparate Software Systems
Many insurance organizations follow processes that are firmly established and require specialized applications to support. These systems tend to cause organizational silos, dependencies and inefficiencies. Policy details, claims, agent-customer interactions, incentive plans, commission payouts, individual quota targets and other information is often spread across multiple software systems.
Without an accessible way to connect information across systems, insurers can miss out on crucial business insight and productivity.
Integration is the Solution for Ready Information Access
A solution with the architectural flexibility to integrate with a variety of incompatible applications can pull-through the same set of information for a streamlined experience.
Such a solution makes critical data easily available, so producers can accomplish required tasks more efficiently and react to customer requests more quickly. Addressing information-flow limitations empowers insurers to differentiate themselves with superior customer-service.
Insphere Insite: Successful, Large-Scale Insurance Technology Platform
Recently, VUE Software® provided a comprehensive integration solution to Insphere Insurance SolutionsSM, an agency specializing in small-business and middle-income life, health, long-term care and retirement insurance. Insphere is expected to be the biggest independent career-agency distribution group in the United States. One of the largest-ever VUE Software technology suite implementations, this solution is highly sophisticated:
VUE Compensation Management, in tandem with VUE IncentivePoint, integrates with more than a dozen other technology systems.
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By integrating these tools into our proprietary technology platform, our agents will operate in a seamless multi-carrier environment that will feel like they are working with a single carrier for everything from quoting, electronic applications, application tracking, managing compensation and managing their client base. |
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— Phillip J. Hildebrand, President and CEO of Insphere Insurance Solutions
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Insphere Insurance Solutions used VUE Compensation Management and VUE IncentivePoint to support Insphere InsiteSM, the company's proprietary technology platform. This platform combines industry-leading technology with individual tools into a single system, driving a significant competitive advantage for field managers and agents. The technology enables an improved customer experience by complementing agents’ knowledge with specific product information, quote comparisons and pricing options that reflect an individual's needs.
The following are some of the tools in the Insphere Insite technology ecosystem:
Agent Portal: Agent access to critical product, training, marketing and reporting
iPipelineSM: Life insurance illustration, quoting and electronic application tools
Microsoft Dynamics® CRM: Customer relationship management (CRM) technology
Norvax®: Health insurance quoting and electronic application system
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We believe the Insphere Insite technology platform, in addition to in-house training and support, provides a unique offering for an independent career agent that delivers a tremendous advantage in the marketplace. |
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— Phillip J. Hildebrand
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