Abe Boling, host of The Insurance Dream Podcast, recently invited Spencer Breidenbach, BrightFire Manager of Strategic Partnerships, onto the show to let insurance agencies in on five powerful website integrations to help agents make the most of their website while streamlining operations.
Get a summary of the podcast episode below, or listen to the full podcast episode from The Insurance Dream here.
Podcast Episode Summary
- Website integrations are a vital way to improve your agency’s customer experience, increase efficiency, and boost sales.
- There are five main types of website integrations every agency should consider to help their website work for them and streamline operations.
- Comparative Raters: Comparative raters are crucial to integrate with your agency website because they allow potential customers to instantly compare quotes from multiple insurance carriers on a single platform.
- This significantly improves the user experience by saving time and effort while providing a transparent view of pricing options, resulting in faster lead generation and increased conversion rates.
- BrightFire websites can integrate with just about any consumer-facing comparative rater, including Vertafore PL Rating, Applied Rater, Compulife, EZLynx, and AgentSecure.
- Customer Service: Customer service integrations can provide a seamless customer experience for your website visitors by providing easy access to support, resolving issues quickly, and leveraging customer data across different platforms.
- Some examples of customer service website integrations include online billing and payments, online claims filing, certificate of insurance requests, policy change requests, auto ID card requests, annual insurance reviews, and client portals.
- At BrightFire, we can enhance our agency websites with customer service integrations from GloveBox, Xpress-pay, Applied Systems, ClaimSetter, ClientCircle, hr360, ePayPolicy, Employee Navigator, Insurance Agent App, and Vertafore.
- Agency Management Systems or Customer Relationship Management Systems: Integrating your AMS and/or CRM with your website forms is a great way to enhance workflow efficiencies and provide faster response times.
- It ultimately streamlines the transfer of data from a quote request form directly into the platform you use to manage leads, helping to increase efficiency and improve customer satisfaction.
- To take your customer experience to the next level, you can consider enabling automatic workflows and sequences that send emails and/or text messages thanking consumers for their requests and initiating the next steps to getting them a quote.
- Currently, BrightFire integrates with Xanatek, Momentum AMP (NowCerts), and AgencyZoom, with integrations coming soon for HawkSoft, AMS360, QQCatalyst, InsuredMine, AgencyBloc, Applied Epic, and EZLynx.
- We can also integrate with Zapier, which allows integration with the most popular CRMs, such as HubSpot, Salesforce, and Pipedrive.
- Webchat: Websites with a live chat feature often experience higher conversion rates than those without, with some reports indicating a 20% increase in conversions due to live chat.
- Webchat provides a direct, real-time communication channel with potential customers as they browse your website.
- This empowers your agency to provide immediate assistance, address concerns, and improve the overall user experience, which can lead to higher conversion rates, increased customer satisfaction, and better business outcomes.
- With BrightFire’s Webchat, if no one is available to chat with a visitor, they can leave a message that will be sent to your messaging inbox. The user will also receive a text message confirming your agency received their message.
- We can also integrate other live chat solutions, such as Chatra, HubSpot, and Zendesk Chat.
- Appointment Scheduling: Appointment scheduling integrations like Calendly, Acuity Scheduling, or Doodle allow potential customers to easily book appointments or consultations directly through your website.
- Statistics show that the most popular time for online booking is often Sundays between 4 PM and 8 PM, so appointment scheduling integrations can offer a convenient way for customers to pick an open time on your calendar at any time of day, even if a staff member isn’t available when someone is browsing your website.
- Appointment scheduling integrations can also help increase conversion rates, optimize staff scheduling, and enhance the overall customer experience, since studies also show that around 29% of no-shows can be reduced with automated appointment reminders.
- For more information about BrightFire’s Insurance Agency Website service or how your agency can leverage the website integrations we discussed today, schedule a personalized consultation at brightfire.com/dream.
Questions?
To see what’s possible with these Website Integrations and how your agency can best utilize these features to your advantage, schedule a consultation with sales.
