Insurance Brokers of MN

Introduction

Jay Petersen, Agency Owner of Jay Petersen Agency, Inc., has been an independent insurance agent for over 21 of years. Leading his own firm, Jay knows the frustration and difficulty independent insurance agents often face: dispersed carrier data. The challenges of managing carrier information impacted all lines of business at his firm, and made operations and serving customers inefficient and difficult.

"Independent agents need a way to stay organized to manage productivity. Agent Ave is unique in that no other company has a tool like this one in which to manage their agency."

Problem

"Everything was scattered and each employee seemed to have their own way to manage information. Some use Outlook and created carrier folders, others used 3 ring binders, and some used loose paper with notes."

Solution

Jay discovered Agent Ave in 2015 and was impressed with the platform as it consolidated so many things that were required for daily use into one easy to access location. He decided to adopt the platform at his firm for three main reasons:

1. Consolidates Information in One Place

Agent Ave addresses the pain points by having one location to manage the carrier data, logins and passwords, contact information for claims and underwriters, and sales tracking. It succeeds by increasing productivity in not having to search in multiple locations for information.

2. Improves Response Time

There is an improvement in response time because they always have information readily available due to having Agent Ave open and the information easily accessible. Their agency staff and producers are more productive and they have increased their client base.

3. Cost Savings through Impact

Agent Ave has already made an impact on Jay’s company success by productivity. It has saved money by increased productivity of roughly 3% – 5% of employee payroll.

Conclusion

As a long-term user of Agent Ave, Jay recommends Agent Ave as a resource for other firms. Agent Ave’s user-friendly platform is designed to provide an easy, convenient central location for carrier data allowing agents to retrieve passwords, guidelines, and information about various insurance companies to quickly and accurately deliver appropriate assessment to clients’ needs. Harnessing the knowledge of Agent Ave’s database, and its unique customization elements, will streamline productivity and further a firm’s credibility and value to clients.