How Agencify Boosts an Agent’s Productivity Every Day of the Week: An Interview with an Agent
I interviewed one of Agencify’s top agents to share with us how they use Agencify to boost productivity in their agency every day of the week. As an independent insurance agent, for them every week is a dynamic blend of client interactions, policy management, chasing and closing new business. They say that during all these processes, their work life has been significantly simplified and streamlined by the Agencify mobile app. Join me as we walk through a typical week in their shoes, using Agencify to manage their business efficiently and effectively:
Agencify: Hello! It’s nice to see you again, and thank you for agreeing to this interview. So, how does your week start? Any Monday blues?
Agent: Of course, just like everyone else, sometimes I have Monday blues. There are those Mondays where motivation is low but I have to push myself, especially when I need to go to the field. But lately, I’m finding that my weeks have been kicking off with renewed energy, because I don’t have to worry about rushing to the office to plan my day. In fact, by the time I finish taking the kids to school, I already know exactly who needs my attention for the day. I am on top of everything basically. All I need to do is log into the Agencify app to take action on my weekly appointments and tasks.
By the way, the ToDo feature in Agencify is basically my savior. It makes sure I don’t forget any little thing. And then there’s this Deals dashboard — it helps me update my team in the office on any potential clients who might be interested in getting insurance. That’s like laying down the groundwork for the week.
I don’t have to get to the office to get a “file” on my client. I already have all I need on my phone – their policy details, contact history, and any special requests… Imagine all this is on the app! (Claps hands) So, I only go to the office when it’s necessary to meet a client in person to close the deal. Otherwise, most days, I just talk to my clients on the phone, quickly create quotes or their covers, and send them all the necessary details from the app to their emails and WhatsApp inboxes.
Agencify: Great! Now let’s talk about the other day. Does your schedule change or is it the same routine as your Mondays?
Agent: On the other days, my main focus is policy renewals, which is an important part of my job. In the morning, I go through the upcoming renewals, checking all the details. Then, in the afternoons, I spend my time setting up follow-up meetings. Agencify’s task management feature really helps me stay organized and handle everything efficiently. This even helps me build stronger connections with my clients.
Agencify: You’ve mentioned stronger relationships with your clients. Is there anything else that helps you in this aspect?
Agent: Yes! DMVIC certificates. The fact that I can now receive legit DMVIC certificates and share them with my clients in minutes…….heeeeh that has made me seem more reliable. Especially because I can even get the certificates on weekends and holidays when insurer offices are closed. And as you know in our business trust and reliability is everything! The app is really making me look good with my clients. (we both laugh……..)
Agencify: That’s amazing! I think we’ve covered most of what you do in a week, right?
Agent: Yes, we have covered my week in summary! One more thing though… Handling a lot of paperwork… Now, at the end of the week, my work has really reduced because by using Agencify, I don’t have to physically go to the insurers’ office to submit policy documents. The documents for the covers I issue during the week are automatically shared with the insurers. So convenient!
Agencify: Any final remarks?
Agent: To be honest, my business has grown significantly since I started using Agencify. I’ve been able to accommodate more clients with faster transactions. Also, the cash bonuses we have been earning through the bonuses for the Accelerator Program have been very motivating! Imagine earning your commission and then receiving a bonus on top of that! I’m actually hoping you will be extending the program after November.
Agencify: Nice one! We have two more weeks. Keep transacting and earning. We’ll make our announcement on 1st December… Anything else? Give us a shoutout?
Agent: Yes. I want to tell other agents that if you want to transform your motor private vehicle business and experience this kind of success, don’t wait. Try Agencify today and see the difference. I can actually vouch for them.
Would you like to start using Agencify to manage your insurance business like this agent? Get started today! Call/WhatsApp 0706787878 or email contact@agencify.insure.
NB: Agencify can personally put you in contact with this agent if you’d like a personal recommendation to start using the app.
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