Automate operations with the right software for insurance agencies
Managing your small insurance agency has become a lot more complicated in recent years. Along with selling policies and managing claims, you’ve got to find new customers, nurture existing client relationships, keep your team happy, organize client records, and keep all communication clear and consistent.
All-in-one software for insurance agencies can help by automating tasks and streamlining workflows. With an all-in-one solution, you can avoid the cost of buying, installing, and updating multiple individual solutions. You won’t need an IT team to integrate everything – the solutions on an all-in-one platform are designed to work seamlessly together and share data easily. And when it comes to securing customer data, an all-in-one solution makes it easier to set and enforce security policies across your IT environment.
Thryv offers powerful software for insurance agencies as part of a do-it-all platform for managing small businesses. By automating everything from appointment scheduling to social media, Thryv lets you communicate with customers effectively, manage day-to-day operations efficiently, and grow your business more easily.
What you can do with automated software for insurance agencies
With software for insurance agencies that automates routine processes, you can move your business forward while saving lots of time in key areas.
Let customers schedule their own appointments
Rather than filling your calendar by taking appointments over the phone, automated software for insurance agencies lets customers go online at their convenience to schedule their own appointments. Once you’ve set available times, customers can go online 24/7 to view your calendar and choose a time that works best for them. Your staff can spend far less time on the phone, and your customers will appreciate the convenience of online booking.
Make estimates and invoices faster and easier
Creating estimates and invoices by hand is a time-consuming task that’s prone to error. An automated solution can quickly generate estimates based on data you’ve entered and convert estimates to invoices with just a few clicks. Taking estimates and invoices online lets you share them with customers faster – and helps you get paid faster, too.
Personalize communications and nurture relationships
Whether it’s policy and claim information, agency newsletters, marketing emails, or helpful tips about insurance products, the communication you send to your customers and prospects is the key to attracting new business and keeping existing clients. With automated software for insurance agencies, you can dramatically reduce the time it takes to consistently stay in touch with your audience. After you create a template for a thank you email or a renewal reminder, for example, automated software will personalize your message for each recipient and send it at the right time. By clearly and consistently communicating with customers in a personal way, you can strengthen relationships and win new business.
Software for insurance agencies from Thryv
Thryv provides small businesses with the software solutions they need to run their businesses more smoothly. From family law software to software for landscapers and apps for wedding planners, Thryv helps small businesses in every industry to simplify communication, marketing, and administrative tasks.
Thryv’s software for insurance agencies brings greater efficiency to unique challenges.
Managing estimates and payment processing
Send insurance and coverage estimates electronically with Thryv’s software for estimates, invoicing, and payment processing. Provide clients with a secure portal where they can compare multiple estimates, view policy terms and conditions, and review other important documents. Convert estimates to invoices with just a few clicks. Give customers multiple ways to pay with Thryv’s payment processing tools, and process premium payments online, 24/7 with Thryv’s insurance billing software.
Tracking customer data
Thryv’s powerful customer database (CRM) lets you store and organize detailed information about leads and customers, using customizable tags to find, filter, and organize customer data easily. View the history of interactions with each customer so you can maintain a personal touch and pick up conversations where other teammates left off. With comprehensive information about your customer’s needs, preferences, and purchase history, you can segment your audience to manage renewal and upsell opportunities more effectively.
Simplify customer communication
Thryv’s automated text and email marketing software help you stay top of mind with customers and prospects. Automatically send appointment reminders to prevent no-shows and share important information ahead of meetings. Thryv can also automatically send thank you notes, renewal notices, payment reminders, policy updates, and helpful information to strengthen relationships with your clients.
Comprehensive software for insurance agencies
Additional tools on the Thryv platform include:
- Scheduling tools: Give customers the ability to book appointments online. Thryv will automatically sync your schedules and send appointment reminders.
- Social media management: Manage all your social channels from one simplified dashboard. Use rich content and stock photos from Thryv’s library to create compelling content quickly.
- Online document storage: Securely request, store, and share documents online. Make policies, claims, and other customer records instantly available on any device, anywhere.
- A unified inbox: Consolidate messages from email, text, phone, DM, and web chat in one inbox.
- TeamChat: Instantly update individuals, groups of employees, or your entire team. Share documents and annotated photos to enhance communication.
- Consolidated voice and video calling: Access tools for voice and video calling and video chat in one location.
- Enhanced local listings: Automatically update your business information on 60+ local listings websites to help customers find you faster.
- Reputation management: Consistently and automatically ask customers for reviews at the right time. Monitor comments and reviews posted on major sites so you can respond quickly to address any concerns.
- Marketing campaign management: Create smarter marketing campaigns across social media, paid ads, and search engine marketing. Get AI-powered recommendations that help to maximize your ROI on marketing budgets. Use real-time analytics to understand your audience and see where you can improve efforts to connect.
- Landing page templates: Build professional landing pages for your paid ad campaigns in minutes – not days – with Thryv’s templates.
Thryv also offers franchise software that streamlines communication, marketing, and payments across all franchise locations.
Why Thryv?
From marketing software for contractors to scheduling software for accountants, Thryv provides solutions to more than 70,000 customers nationwide. With tools that solve challenges at every level of a small business, Thryv enables businesses to simplify, grow, and succeed.
As a do-it-all solution for managing small businesses, Thryv lets you avoid the hassle of bouncing between different browser windows and applications throughout the day – a single login gives you access to all the tools you need to manage your day. Integrated solutions mean you can enter data in one application and have it immediately available in every other solution. As a SaaS-based platform, Thryv is accessible from any location on any device – smart phones, laptops, tablets, and desktops. And with unlimited, unmatched customer service available 24/7, you can quickly get answers to questions or resolve issues.
