General

Who Developed Insurance Agency Software?

Today, the insurance industry utilizes software and digital means to do a lot of the work that used to be done by hand or at least by groups with supermassive computing machines. It’s commonplace today that insurance companies live online and that much of the work is done through online means. But it’s not the way it always was and understanding the history of online insurance agency software can help you make the best choice in insurance software for your company.

The software landscape for insurance companies goes back 50 years or more, if you can believe that. It’s both older and a lot newer than you may have realized and has come a long way since it was first developed decades ago. Needs have changed and the way we provide insurance has changed extensively as well.

Early History

The beginnings of insurance agency software began in 1974 when the first large scale provider for online software came about. At this time, personal computers were virtually non-existent and the landscape was wide open for someone to develop the software space for insurance agencies. This initial system utilized a “system of record” for property companies. It continued through the 80s and developed alongside the advent of personal home computers and the launching of the World Wide Web, Microsoft, and AOL.

Needs of Insurance Agency Software

Since the advent of software that handled records, a lot has changed and we need our software to be able to do a lot more. Beyond keeping records of claims and incidents, your software needs to organize your business. Many insurance agency softwares, in fact, aren’t even customer facing, being designed to help make the business itself run smoother and customers never have to see what goes on behind the scenes. It’s virtually impossible to exist as an insurance company today without a robust software system in place.

Why Choose Us?

At Agency Automation Team, Inc., we’ve created a system that includes the following, and more:

  • An easy to learn and use program
  • Is single-entry
  • Is designed to increase productivity
  • Is made to work efficiently with and service your clients
  • Incorporates easy to use “insurance specific” accounting

We stand by our mantra of “by agents for agents”. The products we create work for agents because agents helped create them. Rather than a team of developers outside the market and industry thinking they know what is best, our software was developed with agents and their needs in mind. We’ve worked with agencies for over 25 years to help them grow and develop best practices through our softwares, training, and more resources. 

Don’t go just anywhere for your agency management software. Go with a trusted name and trusted brand in the space to make sure you’re getting the best possible product for your company. We’ve got answers to your important questions, training for your agency’s needs, and special onboardings to make sure it works for you. Go with the best and go with the company that was designed by agents for agents.

How is Installing a Client Login Portal Beneficial?

Insurance agencies can benefit immensely from the use of online client login portals. Client and policy management is one of the most important aspects of your business. If you can’t properly handle clients in an organized way, not only does your business suffer but the safety of your client’s information is at risk as is your proprietary information. Gating client dashboards through login portals can save you money and offer security.

There’s a lot to be gained from secure client portals. We’ve outlined some of those benefits below to help you on your decision to add a secure client portal to your online presence for your customers. Remember that not all client experiences or insurance agencies are created the same so different aspects of this are going to resonate more or less with you. But take a look and decide if a secure client portal is the way to go.

A Privileged Client Experience

One thing that gated login portals for clients offer is the sense of privilege for your clients. They’re getting a unique and secure experience that’s only available to those that are part of the organization. It also makes them feel secure and makes you seem like you’re incredibly professional. It does wonders for their experience as a client in your organization. Even if you do something as simple as place client information behind a login portal, that can do wonders for their experience with your website.

Access to Training and Assistance

A secure login portal is a place where you can place secure information and training material for your clients. Rather than hosting it publically or through a secret URL that someone could still stumble on, you can place the training and other onboarding materials behind a secure login. This is great for organizational purposes and great for security purposes. It also makes the process easier on your clients as they try to locate different materials and assets on your website.

Protection for Proprietary Information

Gating much of your client content behind a login can be crucial for protecting your company’s incredibly proprietary information. These are things you want your clients, and only your clients, to have easy access to. What better way to ensure only clients are using the information by putting it behind a secure login? It’s an easy fix to any concerns you may have about security and safety online for your information.

Consider getting from your company some form of client management software and some form of online login portal for your clients to securely and easily access their information. Keep yourself and your clients protected while offering a great client experience and a boost in your reputation as a professional and safe company.

At Agency Automation Team, Inc., our goal is to give you an easy, single-entry, efficient and integrated system with our CP Manager. It’s hosted completely online with nothing to install and you can run the full system from any device. Contact us for more information today!