Handling Submissions using Salesforc: Streamline, Prioritize, and Win More Business!
How do you currently handle submissions from your brokers and producers? If you're like most carriers or MGAs, these submissions flood into a shared email inbox, and you cross your fingers that your underwriters catch them in time. But let's be honest, more often than not, they go unanswered or take forever to respond to. Don't worry; you're not alone in this struggle. However, I'm here to tell you that there's a solution that can supercharge your entire team's performance - Salesforce.
Streamline Submissions
So, imagine this: instead of those submissions piling up in a shared inbox, they come directly into Salesforce. It automatically captures essential information, such as who it's from and which brokerage it belongs to. The email becomes a record in a queue for your team, and any attachments are stored with a date and time stamp indicating when they were received.
Prioritize with Ease
Now your team can efficiently assign and prioritize submissions based on your business's appetite, ensuring nothing slips through the cracks. Email communication with producers and brokers is tracked on the record, alongside new attachments, streamlining your workflow.
Efficient Workflows
You can even create processes within Salesforce for quoting and responding, including email templates and approval workflows. Your team not only works more efficiently but also gains a crystal-clear view of the sales pipeline, visible to everyone, including leadership.
AI Integration
Once your team has aced the basics, it's time to up the ante with AI technology. This tech extracts information from those pesky PDFs and seamlessly populates Salesforce. Your team can say goodbye to manual data entry, and the extracted data fuels other essential aspects of your workflow.
Unveiling Powerful Metrics
Now, let's talk metrics. With Salesforce, you can track a plethora of performance indicators:
Identify the producers sending the most submissions.
Discover which producers have the highest success rates.
Uncover which producers have reduced their submissions.
Pinpoint your fastest-responding underwriters.
Determine which underwriters are sealing the most deals.
Analyze underwriters who might need some extra support.
All this valuable information becomes visible to your team, enabling data-driven decisions that can transform your operations.
Everyone Wins
Believe me; your brokers will love it, your team will love it, and you'll likely close more business than ever before.
So there you have it – a game-changing solution that can revolutionize your insurance submissions workflow. Salesforce empowers your team to streamline, prioritize, and gain valuable insights that can make a significant impact on your business. We hope you found this information useful and are excited about the possibilities. If you're hungry for more insights, don't hesitate to reach out to us at HipTen. Thank you for your time and interest in improving your insurance operations.
