Struggling Getting Emails, Cell Phone Numbers and Account Rounding From Your Insurance Customers?
If you are like many agents you struggle maintaining a clean database. What can be more important than being able to connect with your clients in an efficient fashion? Generally email is the most common method but new text messaging features are becoming attractive as well. As an agency you will struggle to maximize these methods without a clean database! If your agency ever needs to conduct a book roll you will quickly see the value of that data!
If you are a Vertafore customer you need to check out ProTraC. ProTraC is an app that plugs into AMS360 to help your team remember to confirm email addresses and cell phone numbers. It instantly performs dozens of searches to identify account rounding opportunities – and even helps CSRs with cross-sales scripts. It’s like a little coach in their desktop. You can watch their demo video by clicking here.
Also, they were recently interviewed by Peter Van Aartrijk and Rick Morgan for Insurance Journal’s “On Point” podcast. You can listen to this great interview here! Make sure to tell ProTraC that Agency Performance Partners sent you!