The document discusses how independent insurance agents provide value to customers through customer advocacy, choice of products, and professional advice. It notes that while many people get online insurance quotes, very few actually purchase insurance online, showing that relationships and advice are missing from online transactions. The document then describes how the EchoSage platform allows agents to create automated digital conversations based on their own knowledge and expertise to provide personalized advice and service to customers online. This could help capture more sales by providing the relationships and advice that online insurance shopping is currently missing.

1. Agent’s Value to Customer
An Independent Agent’s
greatest values are
providing…
Customer Advocacy
Choice of Products
Professional Advice

2. Failure of Online Insurance
71% of Online Shoppers
get a Quote*
4% of Buyers Buy
Online**
Relationships and
Advice are the Missing
Link
* https://www.comscore.com/Insights/Press-Releases/2014/11/comScore-
Releases-2014-US-Online-Auto-Insurance-Shopping-Report
** From March 2016 Forrester Webinar

3. Guided Conversations
Take the most common
conversations you have
in your business
Write them down
EchoSage uses your
document to create an
interactive, online
version of each
conversation

4. Engineered Knowledge
Your digital conversation
is built on…
Your Knowledge
Your Personality
Your Advice
Your Know How

5. The Conversation Before the Sale
Online Insurance
shopping behavior
differs from buying
behavior
Insurance is a complex
product
Buyers want advice

6. What Limits of Liability Should I Buy

7. The Conversation You Would Have
Face to Face

8. Responses Guide Conversation

9. Questions Lead to Understanding

10. Information Provided is Consistent

11. The Advice is Personalized

12. The Advice is Actionable

13. Deliver Automated Expertise
Think beyond online
comparison rating
Think about the
complete sales cycle
Establish relationships
Provide Value
Create Trust

14. EchoSage Platform – Graphical Tool

15. Build Your Own….or…

16. Buy from EchoSage Market
Coverage Experts can
Sell Their Own
Conversation Templates
Programmers can Sell
Their Ability to Program
with EchoSage Tool

17. Other Uses – Automated Renewal Reviews
Provide Better Service
Strengthen
Relationships
Increase Retention
Create Up Sells
E&O Protection
Personalized Attention

18. Frequently Answered
Questions
Give your customers the
same answer they would
get if they spoke to you
or your staff in person
Train New Staff
Capture Knowledge
from Retiring
Generation of Workers

19. Clone Your Best CSR
You have trained your
staff to provide service
It is time you had a new
relationship with your
computer
Train your software to
perform many of the
same common tasks

20. EchoSage
EchoSage is a platform for teaching software your
knowledge.
EchoSage enables value exchanging interactions
between knowledge experts and knowledge users.
The EchoSage Platform facilitates value creation by
platform users.
Contact: Duke Williams 800-768-0907
duke@echosage.com www.echosage.com