Customers should have access to a variety of insurance plans to choose from so they can determine which coverage best meets their individual needs. Strong Proposals converts your BORING insurance quotes into modern, digital proposals in just a few clicks! A relationship management tool to nurture health insurance leads and engage clients. Columbus, OH 43228 This is a giant waste of time. Whether you insure home, life, auto, or a little bit of everything, our insurance proposal template will help you present your clients with the best options. Use these features to strengthen your brand, create loyal customers, and establish your business as a trusted, knowledgeable source of insurance products and services. In the midst of open enrollment, it can seem impossible to present professional, accurate quotes while managing all of the daily tasks your business requires of you, but you know from experience that insurance needs extend well beyond the annual election periods. I can't wait for you all to see what Better Agency is going to do with Neoteric Agent. Browse our Knowledge Base and FAQs to get quick answers to your every day questions. Stay up to date on the latest in health insurance marketing and technology. 2023 PandaDoc Inc. All rights reserved. 2020 Quotit Corporation, a National General Holdings Corp. Company, How to Find the Right Insurance Proposal Software, quickly and easily shop the market for your clients and access comprehensive plan information, individual and family health insurance (IFP) and small group, Provide information tailored to your clients specific needs with PDF/printable insurance proposal templates, as well as the ability to enroll directly from the quote, Reflect your ability to access multi-carrier platforms, exclusive products, and online enrollment, Affirm your commitment to integrity and accuracy with insurance proposal software that will check for quoting errors, Allow your client to compare options easily and efficiently, Build confidence in your products and services leading to referrals and ancillary product sales. THE SOLUTION: It's Time To Set Yourself Apart From The Competition! Deciding on which insurance agency to go with can be one of the most difficult decisions anyone can make. I don't know how I got anything done without it. Take the opportunity to grow your business and manage it effectively with the help of insurance proposal software that can help you create great proposals without sacrificing valuable time. If youre looking for an innovative platform that has been engineered to support business growth and agility in the insurance industry, we should talk. Whether you want toautomatically set reminders for your prospect, make PDF copies ofcompleted proposals inyour cloud storage, request approval from management, orsend finished documents tothe compliance department, weve got you covered. A tool that allows you to post quotes for all types of plans from multiple carriers. Here are the sections that are included with this free template. We offer monthly and annual plans. This process was time-consuming and often resulted in a lack of transparency in pricing . Along with acomprehensive and powerful set ofinsurance proposal creation tools, PandaDoc also offers industry-leading analytics and reporting. Streamlined flow for high auto-acceptance rates and tailored, flexible flows for referrals. Quickly build quotes, bids, and estimates with our flexible estimate block. Our emphasis ondata enables you tohone inonprocesses inneed ofimprovement, track your progress towards important sales KPIs, and measure employee performance. Stop! An online health plan enrollment portal for select carriers to minimize paperwork. Both! PandaDoc provides anextensive suite offeatures tostreamline your entire proposal process, including content and insurance proposal template libraries, adrag-and-drop document editor,legally-binding electronic signatures, automated workflows, acollaborative workspace environment, andmore. Its so easy to use and it looks good, which all the others dont. Our fully-paperless software solution gives you the tools you need todrive more sales, reduce errors, and streamline workflows across the whole organization. WATCH DEMO NOW! And the best part is, it is 100% editable. ", Better Agency co-founder and CEO Will Shaw said in an interview, "Better Agency is dedicated to helping independent agents maximize efficiency and grow their sales. With the extensive set oftools included, you can create stunning, fully-compliant, customized proposals inafraction ofthetime. "We all know that Independent Agents are absolutely the best place for consumers to get insurance. April 04, 2022 09:00 ET Delivering a detailed insurance proposal is vital to closing a sale, but can be a challenge when you are juggling lead generation, marketing efforts, sales tracking, and client relationships all at once. Strong Proposals is a software tool that turns ugly insurance quotes into modern, eye-catching proposals. Add social proof to your proposals by displaying client testimonials. 2023 Better Agency All Rights Reserved. Better Agency is equipped and committed to taking Neoteric Agent to the next level. Strong Proposals will send you a notification when someone opens your proposal. - Software and Technology. Apply your agencys branded style to all of your insurance proposals. Insurance proposal software can help you reach your sales goals, improve customer service and communication, and introduce your brand as a leader in the insurance industry. Provide pre-cover evaluation so individuals can quickly see if they are eligible for cover, Provide indicative loadings, exclusions and discounts that apply based on declared variation from standard risk, Speed application processing by pre-populating with data from needs analysis & pre-assessment, Gather additional information to assist with risk assessment. Show your potential customers why they need insurance and how you can take care of them with an elegant proposal. Its not unusual for insurance clients to report savings of12 hours per week per employee. What really makes Strong Proposals stand out is the usage of a website-styled quote that looks great on desktops, smartphones and tablets. Youll also have access toarange ofinsights tofurther improve processes moving forward. Easily collaborate with teammates on proposals. The insurance agent creates a new "Proposal" record in Zoho CRM by filling out all the mandatory fields and uploading the documents needed. If you dont find an answer to your question were available to chat live. Traditionally, most insurance agents have sent their quotes out via email. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using Content here, content here, making it look like readable English. Youll also have access toarange ofautomated insights reports toimprove processes within your salesteam. See afull comparison onour pricingpage. Know Your Prospect. Is Strong Proposals designed for Captive or Independent Agents? Whats more, you can add eSignature fields toproposals with only aclick. Specifically designed for Commercial Policies. You can sign upfor afree trial (nocredit card required) togive the software atestdrive. I know and trust the people in leadership, and the mission of their company closely aligns with the reason why I started Neoteric in the first place - to help independent agents make a bigger impact on their communities. Better Agency co-founder and CEO Will Shaw said in an interview, "Better Agency is dedicated to helping independent agents maximize efficiency and grow their sales.Agency Success is at the center of everything we do . Infact, onaverage our customers see a28% boost intheir overall closerate. Neoteric Agent Founder, Grant Botma had this to say: "Choosing Better Agency to carry on the vision of Neoteric Agent was easy. Add your headshot, change your colors, and add your agency logo so that your brand stays is on every proposal and ready to impress. Better Agency, an insurance software company, has recently acquired Neoteric Agent. Our fully-paperless software solution gives you the tools you need to drive more sales, reduce errors, and streamline workflows across the whole organization. How digital insurance companies are changing the landscape. Most clients are upand running inonly acouple ofdays. This section of your proposal should quickly and succinctly explain what your company values above all else aside from stability and revenue. Close the deal faster with integrated e-Signatures. Track open and close rates, time-to-sale, andmore. Subscribe for latest software & carrier updates. Create more effective insurance proposals in just a few minutes Step 1: Add A New Prospect Enter some basic details about your prospect to get started. Mike, who is both an entrepreneur and a fintech nuts and bolts man (and a very nice guy), has been doing some tinkering and built a plug-in to link ChatGPT to his bank account using the U.K.'s . | Source: Our proposal software was built from the ground up with automation in mind. From insurance proposal template libraries toautomated approvals and drag-and-drop eSignature fields, everything isdesigned tomake the proposal creation process faster and easier. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. (NAME, EMAIL, PHONE). PandaDoc will bewith you every step ofthe way toensure seamless adoption. Provide automation to support your processes: If you have been in business for a while, you may want to consider a program that will automate your existing processes. Educate prospects and separate yourself from the competition. In order to understand the needs of a potential client, you need to research and better understand who your client is, what they need in terms of insurance, and how you . Policy and Submission information stored in the Partner Platform is flooded into pre-designed templates customized with your agencys logo and messaging, and is useful for either a new business proposal or as a tool to conduct an account review. But itdoesnt stopthere. All third-party providers are chosen after alengthy vetting process. TrecInsurance Software is an Insurance Management Software that allows you to professionaly manage your Insurance Business. This will impress upon your potential customers that your agency takes its job seriously, and has an overarching business strategy for future success. The process of researching plans, comparing benefits and costs, and enrolling in a plan can seem overwhelming, but you can make a difference. Designed by Elegant Themes | Powered by WordPress. Business Insurance Proposal For ::ClientCompany:: Presented By ::SenderName:: ::SenderCompany:: ::SenderCompanyAddress:: ::SenderCompanyPhone:: IMPORTANT: This proposal is a general outline of the terms and conditions of the insurance proposed by the insurers, based on the information provided by your company. * We never share your information with third parties. Take advantage of these prices before theyre gone! Use a multifaceted approach to assist customers, offering personal assistance and communication tools to connect. Predesigned templates include proposals, quotes, contracts, statements of work, and online . Whether you are a captive or independent youll love the deal closing power of Strong Proposals. START 14-DAY TRIAL Step 2: Choose Your Design We offer a variety of designs and color options to match your agency brand. Commercial insurance proposal software is revolutionizing the way companies procure insurance policies. Along with amulti-functional API and asuite ofZapier connections, weoffer integrations with ahost ofpopular CRMs, cloud storage services, payment processors, andmore. As such, you should already be selling the idea of your agency being the right one for your prospective client very early in your proposal. Better Agency You get a library of 2200+ proposal templates in this Insurance #1 design theme, sample proposals and software for writing any type of proposal in any industry. PandaDoc enables commercial insurance providers to quickly create fully-compliant proposals in a fraction of the time. Better Agency. How many employees can I add to your system? AtPandaDoc, weunderstand that automation isthe future ofbusiness insurance software and weve built apowerful array ofautomation features into our platform. With sections for services, plans, and pricing, this template will allow you to give your clients the best look at your offerings. How Does It Work? insurance quotes into modern, digital proposals in just a few clicks! press release distribution service at Newswire.com. Create beautiful proposals inhours rather than days orweeks, saving time and cutting down oncosts. If you are just starting out, the right program can help you build your business, and even check for accuracies and errors in your proposals. Our system will automatically follow up with prospects via email and text. We make it easy to embed videos directly inside your proposals. Offorte is an AI-powered proposal software that helps health insurance companies create persuasive and engaging proposals in a fraction of the time. Phone: 800.747.9273 Instantly access pricing direct from numerous carriers, streamlining the RFP process no matter what plan design your employer requires. Neoteric Agent is an insurance proposal tool that helps agents create custom video proposals. Configuring, pricing and quoting is an essential function of any insurance brokerage. Strong Proposals can be used for both personal and commercial insurance proposals. It doesnt matter if you want to measure your progress towards track open and close rates, or even measure individual sales employee performance. Mesa, Arizona-based Better Agency has become one of the insurance industry's most successful, fastest-growing broker-tech startups. Leverage the power of Partner Platforms Microsoft Word integration tocreate professional personal and commercial proposals in minutes, not hours. View Template Trusted by 10,000+ customers. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Login Here Does your current insurance quote workflow look like this? This is how we define agency success.". Start free 14-day trial Request a demo No credit card required Yes! Strong Proposals will turn your future clients into raving fans! The Enterprise Plan isbest for largerteams. Create custom insurance proposals in under a minute with our software. (NAME, EMAIL, PHONE) WATCH DEMO NOW! One recent onlinereview said this: "We love using Better Agency at our agency! This should give you more than enough time to decide if Strong Proposals is a good fit for your agency. The influx of baby boomers aging into Medicare can also contribute to a whirlwind of Medicare Advantage, Medicare Supplement and Prescription Drug Plan sales. Many commercial insurance still use Microsoft Word or some other word processor to create their proposals. A website add-on to offer your clients their own health plan shopping experience. Click here to learn more about "Proposals By Better Agency", To contact Better Agency by email: Sales@betteragency.io. As you select an online quoting and enrollment system, dont lose sight of your ultimate goal: to provide your customers with a comprehensive one-stop shop they can trust to meet their insurance needs. Based on the information given in proposal form, agents will identify client's credibility to pay the premium based on the product chosen. With access toour library ofintegrations, you can work from your preferred CRM orlink upwith your cloud storage provider inonly afew clicks. PHOENIX - April 4, 2022 - ( Newswire.com) Better Agency, an insurance software company, has recently acquired Neoteric Agent. Stop spending time trying to track down the proposal content and match them to the existing one. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes using painless proposal software. - By: Alphonso Sanchez Your business is unique and the insurance proposal software program you select should allow your products and services to shine as you focus on the needs of your customers. Receive a sample proposal sent directly to your email inbox. Identify the right carriers and the right plan designs to meet the unique needs of each of your employers. Start free 14-day trial Request a demo No credit card required Why PandaDoc? 65% decrease inproposal creation time, along with saving of12 hrs/wk peremployee. We give you the ability to send out your proposals via email, text, or both. With traditional methods, companies would need to contact multiple insurers and brokers separately to receive proposals for their unique coverage needs. Choose from our pre-made designs to find a template that matches your agency brand. Both! Security is a top priority for PandaDoc. We ensure the total security of all your documents, client details, signatures, data and more. Head toourpricing pagefor afull overview. After comparing benefits and costs through the quote you provide, consumers are ready to make a decision. PandaDoc enables commercial insurance providers to quickly create fully-compliant proposals in a fraction of the time. Order and download for $79. Implementing anew software solution across anentire company can feel daunting. In choosing programs to help you manage your agency, you should also examine your options to find tools that best fit your business model and plans for the future. Zywave CPQ leads the market with the most innovative solution that automates mission-critical . Start Free 14-Day Trial Already A User? Make sure to flesh each service out with a brief description so they know exactly what you mean, as any confusion or vague terminologies may make them hesitate in closing that deal with you. Infact, its possible toadd eSignature fields toinsurance quotes and proposals with afew clicks. Organize all your products and services in the Pricing Catalog for instant recall. Here we take a look at the necessary steps. Whether you insure home, life, auto, or a little bit of everything, our insurance proposal template will help you present your clients with the best options. The right program can strengthen your brand and maximize your sales and income opportunities. "This strategic acquisition will help us to continue the pursuit of our mission to help independent agents be better in all the facets of their agency.". Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simply put, using CPQ within the Sales Cloud allows you to sell and service better than ever ultimately fueling growth for your agency and ensuring the retention of your clients. Better Proposals is a simple-to-use proposal builder with features like automatic formatting, contact management, collaboration, e-signature capabilities, pipeline management, and more.. Its ready-made templates and drag-and-drop tools make creating professional-looking proposals easy. How PandaDoc customers transformed their doc process, Our library of articles on PandaDoc features, Get the latest product and feature updates, Courses to help you become a PandaDoc expert, Top template designs from top PandaDoc users. "Agencies can't grow on scattered tech stacks or legacy platforms, especially in a hybrid or remote world," Shaw said. And you can add pre-approved pricing tables toyour content library, allowing your team toadd payment options tonew proposals inseconds. Proposals by Better Agency creates modern insurance proposals that stand out from the boring quotes they get from everyone else. Inquiries for nationwide individual and family health insurance (IFP) and small group needs can keep you busy all year long. 14. DOWNLOADABLE, ONE-TIME COST, NO SUBSCRIPTION FEES What You Get Includes 2200+ editable templates Home Capabilities Agency Management System Proposal Creator. Enter in any special notes and send them directly to your soon-to-be clients. Blow your clients away with a beautiful proposal that stands out above the rest. Whether you need to put together a life insurance proposal or a commercial insurance proposal, you'll be able to quickly do so with this software. Making enrollment easier is an added value you can offer with insurance proposal software that includes a nationwide multi-carrier enrollment system. Our analytics dashboard makes managing your team's activities quick and simple. Once youve completed your insurance proposal click send and then sit back while Strong Proposals goes to work! Web-based insurance proposal systems may be easier to connect to other online quoting and enrollment tools.
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