The Insurance Guys Podcast cover image

How to Make People Care About Your Insurance Agency with Andy Mathisen

The Insurance Guys Podcast

00:00

How to Save Time and Money by Using Technology to Issue Certificates

glove box is going to be the way club box for the owner to just go in there and click a button and be able to get a certificate of insurance. It's also going to be a home base for things like agency bill payment links so if you have custom payment links for agency bill you can go ahead and plug that into the system. There's all these workflows that we've been able to fine tune behind the scenes, which makes it most effective. Active policy monitoring has never been done outside of the individual carrier app itself right now they're just asked to log into their carrier, which goes ahead and makes the stable connection to that carrier. So that's basically for any billing changes

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app