Websites for Insurance Agents
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Websites are an extremely vital part of any insurance agent’s communication and marketing strategy and your ultimate success. Explore how a successful web presence can help improve your sales and customer service goals. Discover what successful agencies and brokers are doing to design and manage their web presence.
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Websites for Insurance Agents
- 1. Building an Insurance Agency Website presented by: Christen Kelley, Marketing Specialist
- 2. Shift in Consumer Knowledge Sources Source: 2011 Technoligence, LLC.
- 3. What Makes an Effective Website • Attract Visitors • Administrative tools • Interactive functions
- 4. Attract Visitors • Your Online office location • Designed to your brands look and feel • SEO • Informative Insurance content • Carrier Information
- 6. URL /Title Headline Pictures Sub-head Body content
- 7. Outside your site • Online directories • Linking campaigns • Social Media/Blogging
- 9. Interactive functions • Contact and Request forms • Quoting forms • Third-party Integration – Online Bill Pay Integration – Live chat • Mobile Optimized • Client Access • Self-Service • On-Demand
- 11. • On-Demand access o Certificates o Auto IDs o Real-time certificate holder update What is Online capabilities o Policy change requests o Inquiry Customer Service? o Fleet management o FNOL – First Notice of Loss • On-Demand • 24/7 Availability
- 12. …it’s not
- 13. What it can be
- 14. Features you can offer your clients • Secure messaging • Document storage and management • Personal information view and update requests • Agency Contacts • Custom forms • News and Information • Integration of third-party services – Online payment options – Links to carriers – Access to client-only blogs
- 15. 866-351-9861 www.artizan.com www.facebook.com/ArtizanInternetServices ckelley@artizan.com
Editor's Notes
- SPIDERS like site mapsCarrier Find an Agent: Check to make sure your there!!!!http://www.travelers.com/FindAgent/?in=AfK7X695jsrVYw&zip=01001Samples: www.winters-oliverinsurance.com, www.redbrickinsurancegroup.comhttp://webengine2.artizan.com/Site/160817536/default.asp?Sitekey=160817536http://www.rowlandinsurance.com/Site/373711232/default.asphttp://www.geiken-insurance.com/Site/248045952/Default.asp http://www.tawasbayagency.com/Site/1297375615/default.asp?p=0http://www.ambins.com/Site/19456384/default.asp
- KEYWORDS
- Automatically switches your website visitors using smart-phones and PDA’s to your mobile site.Allows you to self-maintain your Mobile Web presence. N- COMPUTER SEE MOBILE - Mobi.artizan.com / Mobi.haylor.comDo quick review of mobile webLive chatCertsLocations
- What is online customer service for the insurance industry? It’s about giving your insureds access to their data through your website. By a show of hands how many of you offer customer service options through your website? Keep in mind customer services is anything geared specifically to your clients, bill pay options, request forms, request changes, etc.?Now how many of you offer data driven customer service options, where your insureds can log into a portal through your website and access their data, like online banking?The accessability to data is what drives customer service. Having good customer service is how to maintain a successful website, just like typical brick and morter agency customer service is what drives success with independent agents. Think about why do your clients call your CSRs? It’s not always just to say hi and catch up on the latest news it’s because your CSRs have access to your clients data. So if I the policy holder need to make a change to policy or I need to get an auto ID card I can call my agency because they have that data. Now online customer service is never going to replace the need for CSRs but when you think about your website think about you set up yoruphyiscal office. You would nevertell an insured that the only way to interact with you is to leave a message in a general mail box, that’s kind of what you do when you set up general request forms. You’’re telling your clients that the customer service you provide on your website isn’t the same as what you provide in your office. On the right hand side you can read what’s available today through data drive customer services programs. Vendors might have different bells and whistles but the most important aspect of online cusomter service is data. Now I have a couple quick examples of how some of our clients have benefited from offering online customer service options .
- Secure messaging enables confidential email communication. Your staff and clients can be sure their information is protected even for sensitive matters.Document storage and management provides client access to documents you decide they can see. With integration to many document management systems, allowing a client to view a document is as simple as clicking a button. Some agents find that a client portal is such a good tool for documents it eliminates the need for a third-party storage provider.Live Chat enables clients to engage your staff in real-time. Personal information view and update requests make it easy for clients to keep policy data up-to-date. Agency Contacts customized to the client provide them with an account manager, producer or other support personal at your agency’s contact information at their finger tipsManagement System Integration offers more enhanced connections between your client portal and your management systemIntegration of third-party services makes your portal the single, easy-to-use interface for all your client service needs. You can addOnline payment optionsLinks to carriersAccess to client-only blogs…the possibilities are limitless
- Artizan Internet Services has specialized in client access solutions for the insurance industry for more than a decade. Their knowledge of agency successes and pitfalls is invaluable. In addition to CSR24, Artizan also provides certificate tracking products, web design and hosting capabilities, as well as our electronic publishing solutions thru our InsWorld product, bringing a holistic approach to your web presence. Contact Artizan today to explore how integrating online client access can help increase your service options to policyholders - streamlining communication and increasing customer satisfaction.