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Insurance Services Health, Auto, Assets, Benefits, Home, etc..

BizAutomation.com centralizes your insurance agency's collective knowledge, wisdom and experience about clients and contacts, and makes it available to all authorized users — from attorneys and marketing professionals to administrators and secretaries.

 


 

• Client Eligibility Qualification
• Insurance Plan Recommendations based on Qualification
• Link Clients to Insurance Carriers & Policies
• Lead & Opportunity Management
• Quote Generation
• Campaign Management
 
• Collections alert on past due bills
• Set Credit & Payment Terms
• Task and Call Management
• Commission calculation
• Client Referral Tracking

A profile of your business

Business Development

How you generate leads today: Direct mail, flyers / promotions, cold calling, advertising, word of mouth referrals.

How we can help: Measure the effectiveness of your campaigns by tracking every lead you generate down to the opportunity potential, and eventually – deal amount, then contrast it by the cost of the campaign. The end result is an ROI you can compare against other ROIs to determine which campaigns are most effective given the investment.

Create warm leads from cold leads. Automate your interview process by qualifying potential clients for each interview against intelligent web questionnaires which can be agent and/or self-service based on your web site, and which – depending on how they’re answered - rate the client, ask pertinent questions and suggest plans that match their answers, ultimately qualifying them.

Run cross-sell and up-sell campaigns, by broadcasting personalized messages to groups of interested leads and clients.

These are just some of the problems you’ll solve with BizAutomation.com. Want to discuss more workflow scenarios with us and how BizAutomation can automate them ? Give us a call or  or schedule a hands on demo.

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