Stop chasing premium payments by hand and losing the ones you promised to call back

At a brokerage with a thousand policies, client requests came in on WhatsApp, on email and by phone, and nobody could say who had already been answered. They ran it on agreements inside the team. It was not enough: the team said they had answered, and the client wrote to the owner that nobody had got back to them.

A hundred-agent agency wanted to coach every producer exactly where they lose deals. All it had was the result at the end: sold or did not sell. It was not enough: there was no way to tell which step the deal stalled at, so everyone got the same training.

An agent with a hundred policyholders reminded every one of them about the premium by hand, and it took four hours a day. They tried two CRMs. Neither one worked: in the first they still had to hit send, and in the second the messages went out on their own but there was nowhere to check whether they had landed.

A life and savings broker wanted to tell all five thousand policyholders about new products, but there was no way to reach them all. They tried email and WhatsApp, and kept a person on nothing but sending. It was not enough: the channels blocked them for bulk sending, one spam complaint and they were changing domains.

The owner of a thirty-agent agency needed to know how much her agency would write the following month. She asked each agent and took their word for it. It was not enough: everyone kept their prospects wherever they liked, there was nothing to check the number against, and it reached her later than she needed it.

At a brokerage with a thousand policies, client requests came in on WhatsApp, on email and by phone, and nobody could say who had already been answered. They ran it on agreements inside the team. It was not enough: the team said they had answered, and the client wrote to the owner that nobody had got back to them.

A hundred-agent agency wanted to coach every producer exactly where they lose deals. All it had was the result at the end: sold or did not sell. It was not enough: there was no way to tell which step the deal stalled at, so everyone got the same training.