Digital brokerage technology: Increased client acquisitions and client satisfaction

When Go Insurance moved to Applied software, they were able to become completely paperless and communicate with clients in many different ways, including automated messages and real-time updates via Applied CSR24. “Moving to Applied Epic was a game changer and aligned with our business plans,” said Karen Hoflin, VP, Go Insurance. “We now have the ability to communicate with clients on different levels and provide more proactive service.”

Applied CSR24 and Applied WebRater offer the staff at Go Insurance the technology to enable digital interactions with clients throughout the insurance lifecycle, from quote to purchase to service. Applied CSR24, the leading cloud-based self-service application, allows Go Insurance to respond much faster to client inquiries. “Applied CSR24 has allowed our staff to spend more time reviewing files for renewals rather than being reactionary to the phone,” said Hoflin. “It enables staff to take a more consultative role with clients.” To date, Go Insurance has 8,800 clients using Applied CSR24.

Applied WebRater enables Go Insurance to elevate its client experience by delivering real-time auto and property quotes. “With Applied WebRater, we can write insurance for our customers in less than five minutes,” said Hoflin. “When a customer comes over after buying a car, they can access Applied WebRater through their smartphone or tablet, get a quote and we process it. It’s that simple.” Since leveraging Applied WebRater, Go Insurance has increased its leads by 300% through automated quoting.

Go Insurance sees Applied as a strategic partner for their future. Go Insurance has already seen significant growth since switching to Applied technology and is best positioned to continue to experience positive results.