AI for Insurance: Growing Revenue with Relationship Intelligence

Strengthen-Your-Insurance-Firm’s-Competitive-Edge-book-mock (1)

Loyal customers are 5x more likely to renew and 5x more likely to recommend your services.

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According to a 2020 Deloitte industry outlook report, more insurers are looking to bolster core systems, add capabilities, and enhance customer experience.

Additionally, agencies that are taking action to manage both succession planning and increasing agent relationship mapping will see higher client lifetime value, customer and agent retention rates and long-term profitability

This playbook will demonstrate how to use AI to guide your insurance agency to:

  • Improve CRM adoption across agent, boosting data integrity
  • Discover new revenue opportunities across relationships with a map of who-knows-who and how well
  • Accelerate agent productivity with real-time client insight reports
  • Activity tracking for sales managers to measure agent productivity and performance

Download the playbook to learn how your agency can utilize relationship mapping to leverage client relationships and how Introhive's relationship intelligence automation transforms insurance agencies into customer-focused service providers -- automatically.

Colleen Moorehead
"Technology like Introhive enables our firm to focus on the future and collaborate with clients to explore creative ways to break new ground, advance our service offerings, and deliver more value to our clients."

Colleen Moorehead | Chief Client Officer at Osler