Given the trust-based nature of insurance, customer referrals can be highly effective for agencies to grow their business. However, getting customer referrals can be challenging without a strategic focus. Insurance purchases happen infrequently, and customers often fail to think of introducing their agent to friends and family when opportunities arise. Agencies need processes to facilitate referrals along with incentives to motivate customers. Elding can help you identify referral opportunities, build referral capability into your existing digital channels, and track effectiveness & rewards.

Proactive and timely communication is key to achieving customer satisfaction, which is, in turn, integral to a company’s success. Many agencies have formal & informal communication channels such as email & texting that never make it into Salesforce. Elding will help your agency centralize customer communication within Salesforce to give everyone a complete picture of customer communication and make outreach scalable across any channel preferred by your customers.

With carriers putting more emphasis on controlling risk, agencies are spending more time than ever shopping existing policies for more competitive quotes or looking for excess coverage when incumbent carriers restrict how much coverage they will offer. Each quoting process can involve dozens of documents floating around and various players to keep in the loop. Elding can help make your business processes easier to manage by implementing fast, efficient, and more automated  workflows to give your agents more time to focus on their customers. 

Staying on top of insurance compliance and regulations is a constant struggle for agencies. To remain compliant, insurance agencies must track shifting regulations and understand their business impact. Elding brings deep knowledge of both insurance practices and Salesforce platform best practices. We will guide your agency through what business process and Salesforce configuration changes are necessary based on updated privacy laws, anti-money laundering rules, and consumer protection mandates.

Insurtech startups continue to be a significant force in the insurance industry, frequently offering customers lower prices & more flexible policies. Agencies are also facing more competition from carriers investing in robust direct-to-consumer options. While InsureTechs & carriers can outspend on technology, traditional agencies still hold key advantages with their expertise, trusted advisor relationships, and local presence. Elding Digital can help you combine the right digital capabilities with human relationships to become a true omnichannel agency.

Given the trust-based nature of insurance, customer referrals can be highly effective for agencies to grow their business. However, getting customer referrals can be challenging without a strategic focus. Insurance purchases happen infrequently, and customers often fail to think of introducing their agent to friends and family when opportunities arise. Agencies need processes to facilitate referrals along with incentives to motivate customers. Elding can help you identify referral opportunities, build referral capability into your existing digital channels, and track effectiveness & rewards.

Lead nurturing is crucial for agencies, but manual follow-ups get easily dropped amidst busy schedules. Many leads fall through the cracks without systematic nurturing. This is where Elding comes in.  We can help you automate the process directly in Salesforce leveraging features like lead scoring for prioritization, assignment rules to send leads to the right agent, journey-based campaigns with pre-configured communications, and robust reporting to track campaign effectiveness & optimize results.

Proactive and timely communication is key to achieving customer satisfaction, which is, in turn, integral to a company’s success. Many agencies have formal & informal communication channels such as email & texting that never make it into Salesforce. Elding will help your agency centralize customer communication within Salesforce to give everyone a complete picture of customer communication and make outreach scalable across any channel preferred by your customers.

With the cyclical pattern of policy renewals, upselling & cross-selling additional policies and coverages can be a key driver of agency profitability. However, identifying what customers might be responsive to what offers is challenging.  Elding can help you tap the data in Salesforce to uncover new sales potential, and then employ automated nudges to deliver personalized product suggestions via the right channel at the right moment to motivate purchase.

With carriers putting more emphasis on controlling risk, agencies are spending more time than ever shopping existing policies for more competitive quotes or looking for excess coverage when incumbent carriers restrict how much coverage they will offer. Each quoting process can involve dozens of documents floating around and various players to keep in the loop. Elding can help make your business processes easier to manage by implementing fast, efficient, and more automated  workflows to give your agents more time to focus on their customers. 

Seamless data flow between Salesforce and AMS is essential to gain a unified client view and optimize workflows. However, when first implementing Salesforce many agencies start out with a limited integration to their AMS or don’t build an integration at all. Without a robust integration, agents must toggle between systems to get a complete view of their customer relationship. Elding can provide various options to establish or enhance your AMS integration to enhance your agency productivity.

Staying on top of insurance compliance and regulations is a constant struggle for agencies. To remain compliant, insurance agencies must track shifting regulations and understand their business impact. Elding brings deep knowledge of both insurance practices and Salesforce platform best practices. We will guide your agency through what business process and Salesforce configuration changes are necessary based on updated privacy laws, anti-money laundering rules, and consumer protection mandates.