Request a demo

2020 Gift Guide: This Holiday Season’s Must-Have Insurtech

Tuesday, December 8, 2020
Written By

‘Tis the season! Whether you’re shopping for yourself or hoping to surprise your team with new solutions to help make their jobs easier in 2021, we’ve got the ultimate list of this year’s top insurtech.

These solutions are designed to help your organization become more efficient, effective and growth-minded. And who doesn’t want that for the new year?

This Season’s Must-Have Insurtech

Number one, lead generation

What do you get the producer who has everything? More and better leads! With lead generation solutions, you’ll be in the holiday spirit all year long. Unlock millions of insurance profile insights that can help drive your prospecting strategy and accelerate your growth in 2021 and beyond.

Number two, email marketing automation

Identifying leads is one thing, but engaging them with tailored, timely communications is another. With email marketing automation, you don’t have to worry about making lists and checking them twice; instead, use dynamic lists to ensure your messages target the right people at the right time.

Number three, quoting and proposals

Everyone loves a good deal around the holidays and with Quoting and Proposals (CPQ) solutions, you not only ensure that you get instant and accurate pricing direct from carriers, but also that you can easily compare and analyze quotes to make sure you’re providing the best possible plans to your clients. With CPQ solutions, you can give your team the gift of time-savings and improve your customers’ experience along the way.

Number four, Content Management System

Have you ever wrapped a gift only to forget what was inside the box and who it’s for? Keeping track and organizing your holiday gifts is like content management. With an effective CMS, you can quickly upload content you’ve created in-house, resources from a third-party or carrier, or everything in between. Easily manage and organize all your content in one centralized place to save time and improve efficiency in the new year.

Number five, Industry Best Content Library

One of the best parts about the holidays is the spirit of giving that fills every person. A great thing to give your organization and your clients is the gift of high-quality, trusted content. Whether you want videos, guides, checklists or more, you can deliver content to meet each client’s or prospect’s needs.

Number six, Client Portal

Time is a valuable resource year-round, and especially during the holidays. Give your clients the ultimate gift this holiday season by delivering a Client Portal where they can access HR, benefits, safety, risk management and compliance content so they can find the answers they need around the clock. “Wrap” your client portal with your logo and colors to put the final bow on your gift and continually showcase your value.

Number seven, learning management system

The gift of learning and safety is the gift that keeps on giving throughout the whole year. Promote compliance to your clients by offering them an innovative LMS where they can assign their employees all the courses they need­­­ to stay compliant and keep employees safe, including workplace safety courses and sexual harassment prevention training.

And that’s a wrap!

To download a full copy of our gift guide, click here. Happy holidays to all!

Leave a Comment

Your email address will not be published. Required fields are marked *