How to Use Data for Improved Customer Experience

Businesses often use the information collected from surveys, feedback forms, or even follow-up calls to determine what is necessary to improve their customer experience. In the insurance industry, our most effective method to improve customer experiences depends heavily on the data that we receive from agents, clients, and other industry professionals. In this article, we will outline the types of data that can be used to enhance customer experiences, the best methods to collect and analyze data within the industry, and how to improve your insurance technology to provide an enhanced customer experience. Read more

How to Improve Your Agency Management System

As technology advances, so should your company’s agency management system. If you were to evaluate your company’s overall success, you would be drawn to the data stored within your agency management system to determine the real numbers. With that in mind, having the proper software implementations and digital resources available to retrieve and process data is essential. In this article, we will determine what a healthy agency management system looks like, how the proper evaluations, upgrades, and user interactions are vital, as well as the next steps that you can take to improve your agency management system now. Read more

Introducing indications

We started to implement indications in the Appulate system a while ago. Now we’ve added new statuses to help you track the progress and minor tweaks to smooth your user experience.

An indication is a non-binding rate of the estimated premium. If you are satisfied with the indication, you are expected to provide new information on the Q&A tab or market’s website to get a bindable quote. Read more