“Experience” Is the New Insurance Currency. But Your Partners Think Yours Stinks. 

With a shrinking pool of experienced producers and potential sales partners, insurance carriers, MGAs, and agencies looking to recruit distribution partners can’t rely on the same-old same-old. Instead, if producers and wholesalers have their pick of partners, your business has to be able to deliver an experience that communicates the value of your relationship and makes you stand out from the crowd in your market.

Unfortunately, amid the wave of modern technology, most carriers and agencies still have onboarding and partner management cycles that are less white-glove and more white-knuckled. If we can just get them through XYZ process, you seem to say, then we’ll prove our value.

It doesn’t have to be this way. You don’t have to collect outdated paper copies of licenses. You don’t have to wait weeks to get state approval for appointments. You don’t have to spend hours searching databases to verify basic producer licensing information. And if you are, then the bottom line is that your producers and other partners might love your products, but they hate your processes. By how many degrees would your closest competitors have to change, to be that much friendlier, or have that much better of a product, to disrupt your business? 

Instead, you can position yourself to be the industry leader, the partner everyone wants to work with.

Download our roadmap to a world-class partner experience.

Recruit and retain apex distribution partners with a world-class experience

If your onboarding and partner management stink for your producers and other insurance distribution partners, chances are that it also stinks for your internal team. Investing in tech that can elevate the experience of working with you to being superior to your competitors can reduce the cost-per-acquisition of your partners, as well as reducing your internal turnover. Eliminating much of the manual, repetitive work of typical partner management can free up your internal team to work on higher-value work.

When your onboarding process begins with a tangle of emails and phone calls, you may feel like you’re holding your breath for your new partners to get through it. And hopefully you have an idea of how many hard-won producers or partners fall off the grid during this process – although if you don’t have an idea of those rates, then you aren’t alone in that.

Even businesses with existing vendors or partner management software may find themselves struggling with their reputation as being easy to work with (or not!). If that’s the case, then check out our list of differentiators you might be missing out on.

How AgentSync creates custom, outstanding partner experiences

From onboarding to overall partner management, there are standard friction points that cause frequent hangups. License verification, appointments, background checks, commission payments… But if you leverage technology in the right places – like data sourced daily from the industry source of truth and delivered straight to your system wherever you need it – you grease the tracks of these friction points.

At AgentSync, our technology allows you to deploy features like a tailored-to-you producer portal, license and appointment verification that can happen without human interference, and notifications that remind partners of where they are in the process without waiting for someone on your team to comb through 12 logins across your tech ecosystem to discover the answer. 

Read more about how to elevate your partner experience.

Or, if you’re ready to cut to the point, get with our team for a personalized demo.