Intense competition. Sluggish economy. Changing customer needs. Today's insurance market is riddled with a slew of challenges that your company must overcome. Your producers – exclusive or independent agents/financial advisors – are valuable partners in this effort, given their role in the field of understanding customer needs and competitive offerings.
Over time, you have built systems to support producers through the sales process. However, these are difficult to use, fail to integrate information for decision-making, and are mostly available only in offices. As a result, you have poor visibility into your sales pipeline, and hear about an opportunity only when the policy application comes in.