How Life & Health Agencies Use Automation
Want to increase client retention? Hoping to feel more organized during policy application processes? Looking to increase your conversion rate? (Who isn’t?!) Your agency can work towards each of these goals and many more with the help of automation.
Automation allows agencies to transition from manual processes to efficient and consistent processes. This way, nothing falls through the cracks—clients are contacted when they should be, tasks are assigned so they're taken care of at the right time, and you're able to monitor all activities happening so everyone is on the same page.
This eBook will cover what automation is, how you can apply it to your insurance agency, what opportunities agencies have to use automated workflows, and how you can monitor it all.