What is carrier data?
Carrier data is insurance company information that agents & staff need at their fingertips in order to service clients and run quotes.
Carrier data includes:
- Underwriting Guidelines
- Contacts
- Password Management
- Document Storage
- Premium Sales Reports
- Procedures
- Agency Manual
- Quote Sheets
- And More!
Carrier data is complex and can be a challenging subject to untangle. Understanding how each carrier data point will help boost your agency productivity is essential. Learn more by watching our video demo.
The Benefits of Managing Carrier Data
Save Time
Save hundres of hours per year
Share Data
Share carrier data in one place accessible to all staff
Accelerate Sales
Don’t lose hot prospects to unknown carrier risk eligibility. Manage carrier risk appetite with ease to increase premium sales.
Improve Service
Make it super easy to find carrier data to conduct business operations and connect back to your customers and put a smile on their face.
Learn More About Carrier Data
Underwriting Guidelines
Is what carriers are willing to underwrite regarding specific risk such as a home with a trampoline, vacant home, historical house, day care on premise, SR-22 and more.
Agents need to know carrier guidelines quickly, so they can write insurance quotes fast to close deals and increase premium sales.
Boost your premiums sales by managing all your carrier underwriting risk appetites with Agent Ave.
Break record sales by knowing where to place specific risk right away
Contacts
Contacts can include all your carrier departments touch points such as billing, claims, tech support, agent support and more.
This also includes personal contacts at the carrier such as, who is your personal and commercial underwriter, sales and marketing rep and more.
Having this information readily available allows you to improve customer support and allows you to reach out to carriers faster to save time!
Agent Ave can manage all your carrier contacts such as departments and people.
Password Protection
Each carrier has a unique User ID, Password and Agency Code that you need to access each carrier website.
Password Protection allows you to manage all your carrier User ID’s, passwords, pin codes all in one central place.
Make managing and sharing all your carrier User ID’s, Passwords & Pin Codes a breeze so all team your members have access when passwords change.
Agent Ave can save you and your staff time and hassle. Take back your time!
Documents
Insurance carriers have a lot of unique documents for for specific situations.
These documents can include EFT forms, cancellations, AOR, applications, quote sheets, and much more.
For example, when a customer requests to be setup on automatic payment deduction, you have to use an EFT form. Because each carrier has a unique form, it’s important to have it organized and in one central place.
By having all your carrier and agency documents organized all in one place and shared with the whole team, this will allow you to access documents quickly and save you time.
Stop having paper files and go paperless now.
Premium Sales Reports
Reports allow you to keep track of all your premium sales & commission.
This allows you to view your monthly premium sales by line of business such as personal, business, life and health.
Analyzing premium sales reports month over month can yield performance opportunities and help you track your progress towards hitting your goals.
Reports should allow you to track all your individual new business written, track commission and carriers you have written the new business with.
Agent Ave allows you to organize, track and manage all your premium sales by line of business, month over month reporting, and specific written clients, will allow you to break record sales and hit your monthly goals!
Agency & Carrier Procedures
Carriers have unique procedures regarding on how to complete all specific agency and carrier tasks such as, how to issue an umbrella policy, billing, endorsements and much more.
These procedures can occasionally change and keeping up to date is key to proper submission.
Remembering all these procedures can be difficult, time consuming, and a manual process. Agent Ave allows you to quickly create and update your procedures for your whole team.
This way you can save time training new staff and remember how to complete common carrier specific task.
Knowing how to do your job better will boost your confidence.
Your go to how to guide on all carrier procedures.
Agency Manual
The purpose of an agency manual is to help keep a record of best practices.
Having an agency manual will help increase sales and decrease your exposure to errors and omissions.
Best practices are a conglomeration of processes and procedures that provide optimal performance. Best practices studies are available through various organizations that allow your agency to benchmark itself against others in a similar situation.
However, whether you track yourself against other agencies or decide you are going to be the industry leader, you must put practices and procedures in place that are followed and monitored to make sure they are giving you the results you expect or better.
Have all your agency best practices & procedures in one place. Allowing your staff to follow the same protocol.
Reducing E&O and having everyone on the same page.
Quote Sheets
A quote sheet is what agents use to gather customer prospect data in order to run home, auto, dwelling fire, and other types of quotes.
Agent Ave makes your process of gathering and entering prospect information smoother and more efficient by having it in a digital central location.
No more having to manually write it down on paper.
Immediate access.
No credit card required.
It has never been easier to boost your productivity and increase sales