With the explosive proliferation of consumer and enterprise mobile devices and the reliance on them by many business professionals, Millbrook has developed innovative mobile insurance applications for the Property and Casualty Insurance market. MiAgents is an iPad app for Agency Management that targets marketing reps and others involved in agency management.
Preparing for Agency Visits
In preparation for an agency visit, marketing reps typically wade through several reports and other sources for information and data. By equipping marketing reps with Millbrook's MiAgents mobile app, they can save time and frame the conversation with greater ease and accuracy through MiAgent's delivery of performance information and alerts, all from one easy-to-use device that is available anytime on the road.
Because everything you need is in one place and easy to operate, the iPad enables reps to sit with the agent and share the screen for a much more collaborative interaction during the visit.
Capturing Agency Visit Results
Reps also need to capture the results of the visit. Typically, this involves writing notes about the visit, what went well and what didn't. The meeting notes are valuable, but most companies have difficulty in easily synthesizing such free-form information for any real analysis. MiAgents provides a unique entry capability that uses talking-points to organize feedback for both text and recorded voice notes using multiple choice options rather than depending on textual notes only. This innovative method of capturing visit results instantaneously translates the subjective information and anecdotes into objective data that can be trended and compared across agents and marketing reps, all with the convenient touch of the screen.
Key features of MiAgents are:
-
Tools for agency management consolidated into one convenient, portable device, available anywhere, anytime.
-
Performance alerts that point to specific agent performance indicators, focusing on areas that require immediate attention and those that are performing above an established standard.
-
Operational alerts that quickly show only key outliers that require focus between a Marketing Rep and the agent. Examples include monitoring key and overdue renewals, recent cancellations, large losses and overdue quotes.
-
Simple, easy-to-use graphs that show the agent's performance by line of business, product, etc., relative to plan and relative to the prior year.
-
A unique method of capturing information about how the visit went beyond textual notes, capturing both the agent's perspective about the company and the rep's perspective about the agent.
-
Ability to synthesize the visit information into quantifiable terms that can be trended over time, an important addition to agency management. Turning anectodal and other subjective information into objective data is an important value-add of MiAgents.
-
Instant access to agency demographic information including maps and directions with the built-in GPS capability of the iPad.
-
Recording of voice notes that can be emailed instantly.
-
Real insight into the agent relationship with the company is captured and becomes an integral part of the company's agency management strategy.
The result? Stronger profitability... Better relationships with insurance agencies... Greater growth driven through the sales channel.
|
