How To Deliver Quotes to Clients Faster, Deepen Relationships & Grow Your Business

Overview

Date: Thursday, October 27, 2022

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by:

One of the best ways to turn prospects into clients, and retain those clients, is to provide a simple, clear process when doing business. Many digital tools have risen in the industry to provide solutions, but one that brings options all into one place is Comparative Raters. Comparative Raters (or Comp Raters) have been a part of the insurance landscape since the early 2000s. However, this technology has evolved from static, closed-ended systems, to cutting-edge, open-API enabled platforms that allow independent insurance brokerages and agencies to quote coverage with all the carriers they represent at one time. This setup helps your sales and service teams save time, limit frustration, reduce redundant data entry, and ultimately deliver quotes to clients faster. With a solution like this, you’ll improve service, deepen relationships, and grow business.

Join this complimentary webcast to learn how modern Comparative Raters work and how they could revolutionize your business. You’ll discover how to:

• Connect with many different carriers at once to find the best coverage for your clients

• Save time and money during the quoting process and renewal servicing

• Enable personalized client engagements

• And more!

Speakers

David Brandeis | EVP, Customer Success Group Leader | BOLT Solutions Inc.

David Brandeis has worked in the Property and Casualty insurance business since 1986. David started as a commercial lines underwriter trainee and has worked directly in all aspects of the P&C Insurance Operations. Through this period of time, David was promoted to increasingly more senior levels, reaching executive level positions in each of the jobs he undertook. His skills were often sought out to assist in resolving companywide problems that required both direct and strategic leadership.

David worked with the carrier to specifically replace legacy Underwriting, Policy Administration, Claims Management and ERP systems. Today the carrier is on brand new platform for all lines of business written with innovative tools such as automated underwriting decision optimizing tools. David also worked on helping the Wholesaler leverage technology to smooth the agent experience while improving the back office efficiencies on placement, Agency Management and Accounting. The P&C experience was directly put to work to focus on real-time data to improve the underwriting results, operational efficiency and innovation around working with agents

Michelle Lewis | Director of Agency & Broker Solutions | Salesforce

Michelle Lewis is a passionate product strategy professional with 20+ years focused on technology solutions for independent brokerages. She’s worked with many of the top 100 brokerage firms in the US as a vendor and spent 2 years at a top 50 firm configuring brokerage solutions with Salesforce’s Financial Services Cloud for Insurance. Michelle is driven to help the independent brokerage team find joy in their day-to-day.

Register Now!

Can’t attend? You should still register! We will send out an on-demand recording after the webcast so you can participate when it’s convenient for you.