Portals help insurance carriers, vendors and master agency networks
create efficiencies, reduce cost and automate business processes.
Individuals waste time looking for information on different websites and multiple portals. Collecting that information into a single location saves time searching for what is needed to sell, learn, or do your job.
Keeping tabs on prospects, partners, and customers is difficult. Portals have a CRM system to hold data, keep it organized, and provide insight on who is engaging with their organization.
Distribute the Workload
Keeping information current is hard work. Portals allow multiple individuals or organizations to add content, spreading the workload out. Networked portals offer the opportunity to add content in a centralized location and distribute it selectively throughout the network.
Personalize the Experience
Portals help members find and bookmark information so that they can interact with the content, marketing information and training that they find most relevant.
Producing and delivering product slicks and marketing material is expensive, but uploading those materials to a portal for customers or sellers is cost effective and delivers information in real time. Portals automate business processes to reduce the staff needed to perform those business functions.
When producers interact with product information, attend sessions or login, that indicates they are interested in your products and services. Focus marketing attention on those individuals that are interested in you to turn sellers that is interested in the product category into ones that are interested in your brand.
Keep People Engaged
People often lose interest after their first interaction with information. They forget the service offering, a company's value proposition, or the training. Portals continue to engage their members to reinforce materials and concepts.
Portals reduce the guesswork on what people are interested in by tracking their activity as they look at content, register for webinars, or fill out forms.