Insurance Agency Website Design and CRM integration
We develope Insurance Agency Management Systems and Websites since 2012. We get the opportunity to work with a lot of agencies and understand their needs. We have an ideal blend of insurance, technology, and UI/UX experience. Choose us for the design, maintenance, and enhancements of your Agency’s website and integrate it with any CRM (like Salesforce, Zoho, NetSuite).
Insurance Agency Website Design Key Points
Visitors to your website want to quickly find out if you will be the right choice for their insurance needs. Do you serve in the line of business they want, what carriers you work with, which products are on offer, what’s the nearest location of your office for them, what’s your contact information, any testimonials, since when you are in the business, and live chat facility (Chatbot) or even to contact your team in realtime, and is there a simple form they can fill in to get a quote for the personal or commercial insurance they need, maybe a live quote if your website is connected to a Rater service (like ITC Turborater, EZLynx). Your existing clients, on the other hand, want to check if they can log in and submit an endorsement request, check the status of their prior requests, download a certificate of insurance for their existing policies, edit their contact information, pay an agency fee or premium online, download payment receipts, or request a callback. Your staff, leads, and clients may also need notification messages on their mobile and email.
Features for your Agency and Staff
Needless to say, you and your staff also need a lot from your website. New lead information must go into your CRM (like Salesforce) or AMS, and relevant staff members must be notified so that they could contact the potential client. An existing client’s endorsement request must be created as a case or support request in Salesforce or any other CRM you are using. Your agent must be able to communicate with the customer by exchanging comments on the case. If required, a dialer should be made available for your staff to make a call instantly from within the website / CRM. In addition, you would need a way to change the content, product offerings, contact information, pricing, lines of business, carrier list, user login, ACORD form mapping, and so on. That’s the reason there is an admin side to which your website managers have access and they can easily log in and change the content to keep it the latest. We understand the perspective of your staff along with the customer perspective. With us taking care of your site, you can focus on business without letting the technology become a roadblock.