Agencify: The Modern Way To Do Insurance.
The insurance industry is changing, and its future belongs to the industry players who are innovating quickly to make their customers the center of all decisions related to delivering products, services and experiences in a digital ecosystem.
What does this mean for the insurance agent? It means that you need to be prepared for change as well. Here is one way you can stay ahead of the curve
- Stay up-to-date with new technologies, especially insurtech, and how they're impacting the industry.
Agency is a new insurtech that can help insurance agents stay ahead of the curve in the industry. This platform automates your client management systems and gives you direct access to a wide range of insurance providers. As a result, it improves your efficiency and allows you to build your insurance business and be more profitable.
Why Choose Agencify
Mobile App
View and manage your insurance business through a self-service mobile app instead of doing it the traditional, paper-intensive way.
Comprehensive Dashboard
Easily access important details, such as insurance policies, contact information, to-do list, quote comparison, deals, commissions, and other relevant data
Quote Comparison
Quote comparison capabilities to enable agents to easily compare quotes across multiple insurers and share them with their prospects automatically.
Streamlined Commissions
Streamline commissions by automating all commission tracking and management. Agents can view their statements and make payments on the platform.
Renewals Reminders
Agencify makes the insurance renewal process seamless with automated reminders.
Free Subscription
We offer a free subscription to the Agencify insurance management system
Cross-Sell and Re-Market
Consolidating all prospects and clients in one platform allows agents to analyze data to identify cross-selling and other sales opportunities
Secure
Agencify is a secure, cloud-based platform. Only the user has access to their account whose login is OTP enabled
Boost the Efficiency of Your Insurance
Processes with Agencify
If you’re an insurance agent, then you know that managing your business can be a lot of work. There are so many things to keep track of, from customer data to policy information to billing and payments. That’s why it’s important to use an insurance management platform to help automate and organize your business
- Manage your policies and clients more efficiently.
Consolidating all prospects and clients in one platform allows agents to analyze data to identify cross-selling and other sales opportunities
- Collaborate easily with the insurer
It makes it easier to collaborate with the insurer. Agencify allows you to share information with the insurer easily, which can help speed up the process of underwriting new policies and issuing endorsements
- A single source of truth for all your data.
Having all your data in one place makes it easy to find what you need when you need it – no more digging through filing cabinets or email inboxes! This also makes reporting easier and helps ensure compliance with industry regulations.
- Scalability
It can grow along with your business. As your business grows, so does your need for technology that can support that growth! A good insurance management platform like Agencify will be able to scale up (and down) as needed without costing a fortune or causing disruption to daily operations
Frequently Asked Questions
You can activate your account by following these steps:
On the Agencify app homepage, click on the “Join Now” button. This button will take you to a sign-up page where you will enter your email address, and mobile number and key in a password. It will then ask you to validate your sign-up through an OTP code sent to your mobile phone. Complete the remainder of the details under “Complete Your Profile” and you will be activated.
At the moment, Agencify is designed for independent agents who need an easier and more efficient way to manage their motor insurance policies. We have partnered with APA insurance to provide this platform to independent agents who work with APA.
Your agent code, which is unique for every insurer you work with, will enable you to sync your portfolio with the insurer’s database so you can access all your client’s data.
This is to confirm that you are a registered agent with IRA and also the license number is used for tracking policies and commissions with different insurance companies when using Agencify.
Track tasks and appointments by following these steps:
- Click on the menu button at the bottom of the screen.
- Select “Schedule a Todo”
- Note down Todo title (e.g. Appointment with Bernard)
- Attach any document of your liking to remind you.
- Add a date and time for the meeting /appointment
- Set a reminder and select the client if already on your phone book
- Save the “todo” item and wait for a reminder.
Ready to see Agencify? Experience firsthand how Agencify can transform the way you manage your insurance business
What Agents Like You Are
Saying About Agencify
25/06/2022
One of the major struggles I have as an insurance agent in Kenya is keeping track of my clients’ policy details. But thanks to Agencify I am able to view everything, anytime and anywhere! Thank you Agencify.
Otieno C.
06/06/2022
As an independent agent, I offer my clients different insurance solutions, with Agencify I can access different products from multiple Insurance companies at any time. Mambo na Agencify ni Chap Chap!
Korir D.
01/06/2022
My commission is everything to me, getting my monthly accurate statements andbpayments on time has been a major pain as an insurance agent. But thanks to agencify I receive my commission statements and payments instantly! Kwa Agencify hakuna msoto!
Wafula J.