The Insurtech Holiday Wish List Every Insurance Expert Needs

It’s almost that time of year again – time to start making a list and checking it twice! But do you have the right gifts on your holiday list for the insurance expert on your list, especially if that expert is yourself?

As we reach the end of 2022, it’s a good time to reflect on the wins and losses of the last year, and start to look forward to new possibilities in 2023. With rising inflation, an increasingly difficult hiring market, and tightening financial conditions for most businesses, 2022 was a tough year. But 2023 is full of possibilities, and we want to help you capitalize on them.  

At Zywave, we’re committed to helping you build up your RevOps to make you more profitable, build a happier customer base and improve client retention. The first step for benefits and commercial brokers is ensuring that you have the right tech stack in place. If you’re ready to make an impact in 2023, it’s time to make yourself an insurtech wish list.

What’s on Our Insurtech Wish List?

There are a lot of dependencies to consider when evaluating what tech stack, or ecosystem of insurance solutions, is right for you. The right tech stack for your organization is probably a little different from what an agent down the street may require. But in today’s digital marketplace, the foundational solutions remain the same. You need tools to help you sell more, support the unique needs of your clients and manage your administrative tasks more effectively.

Quote More, Sell More

Cold calling is a thing of Christmases past.

The prospecting of the future leverages digital solutions that sync directly with marketing and quoting solutions. Better prospecting starts with the industry’s leading database with millions of insurance profiles, designed to eliminate the frustrating hassle of prospecting for both benefits and commercial agents. With hundreds of datapoints from dozens of disconnected sources, identifying the right prospects for your agency is easier than ever.

But selling more in 2023 doesn’t just require better leads. It requires consistent marketing, designed to address the unique pain points of the organizations you are looking to reach. Powered by thousands of pieces of expertly-created and attorney-backed content, Zywave’s email marketing automation platform makes it easy to engage with prospects with tailored, and timely communications. It’s so easy, that you could see over a 50% decrease in your marketing costs!

Once you’ve turned cold prospects into warm leads with marketing automation solutions, it’s time to start selling. Pricing provided directly by insurance carriers in an easy-to-use quoting platform, makes quoting a straightforward and efficient process.

Support Your Clients

Meeting and exceeding your clients’ needs is a priority. That starts with providing educational tools to ensure that they’re operating with a trained and compliant workforce. Offering your clients educational classes through a learning management system, and eliminating an expensive hit to their bottom line, is the gift that keeps on giving year after year.

But education goes beyond just classes. Content is important too! As the industry’s leading content supplier, Zywave offers thousands of pieces of content on industry topics, in an easy-to-use platform. With our content management system, an unorganized content strategy is a thing of the past. Offer your clients content directly from Zywave, add your own custom content, or even third-party content, and keep it all organized and branded. All it takes to share content with your clients is a few clicks!

Simplify Workflows

But all of the work you do finding new clients, closing new deals, and keeping your clients happy doesn’t mean anything if you’re finding yourself buried under an avalanche of administrative work.

Having the right agency management system in place means that you can get rid of the complicated and time-consuming inefficiencies that often plague insurance agencies. With a dynamic AMS, designed for either employee benefits agencies or commercial and personal lines agencies (we have both!), you can gather your workflows and process into a single, unified platform, allowing you to focus on what matters: selling and servicing your clients.

But servicing your clients doesn’t mean that you have to do everything for them. With a self-service portal, your clients can help themselves, when issues arise that don’t necessarily need your direct attention. Your clients can find resources on topics including HR, benefits, safety, risk management and compliance, on their schedule and at their convenience.

Get Your Holiday Gift Guide from Zywave

Believe it or not, the end of the year is right around the corner. As we start 2023, make sure that you’re building a tech stack that will help you improve the customer experience, boost customer stickiness and accelerate your internal producer ramp up. It all starts with Zywave – and that’s why we’ve written your holiday wish list for you. Get your copy of the 2022 Holiday Gift Guide here.

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