Parting with the Old Ways of Selling Insurance
When starting to build his book of business, Huber quickly realized the issues of “the old way” of gathering insurance information. Spending his days on the phone with clients asking the laundry list of questions insurance agents know all too well. Like many agents, Huber found himself asking questions his prospects didn’t have the answers to — or the time to find them. Often leading to promised follow-up calls that fell dead in the water.
Coming to the field with fresh eyes and well-versed in tech, Huber knew the existing quote process was outdated for today’s pace of business. “Customers are accustomed to instant gratification” explains Huber. They expect an easy experience across every industry, and there’s no reason insurance should be stuck in the dark ages. For Huber, he knew he needed a modern way to gather client information to improve his customer experience.
Entering A New Era with InsurGrid
With InsurGrid, Huber could gather instant, accurate declaration pages in minutes. Every piece of information Huber had to ask for over the phone, InsurGrid gave him instantly. Making a simple, seamless experience for both him and his clients.
“Now with InsurGrid, it gives you everything you need.”
No longer relying on scanners, PDFs, or callbacks — Huber could pull all the information he needed to make a quote with three simple things: a client’s name, phone number, and login information. With an easy, modern customer experience InsurGrid helped evolve Huber’s quote and close process. Within just two months, InsurGrid doubled his book of business and nearly doubled his weekly premiums.
Modernizing Customer Experience To Book More Business
Huber found a simple and effective way to gather information no matter where he was, who he was talking to, or what carrier his clients had.
“No matter where I am, or who I’m talking to I can instantly see if I can help them out.”
With the flexibility of a seamless customer experience, clients could fill out the information at their leisure — taking the pressure off the sale. For Huber, turning the quote process into an opportunity to help clients rather than a sales pitch, was often what made the sale.
InsurGrid also served as a way for Huber to stand out from the crowd — using a QR code he could send anyone with a smartphone directly to his Insurgrid link. Resonating with a new generation that is changing the customer experience as we know it.
“It’s the tool every agent needs, but selfishly hope no one else gets.”
Looking for an insurance agency software to modernize your customer experience? Create a free InsurGrid account today.