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Agent Lifecycle & Performance Management

Optimize processes and increase transparency.

A successful insurer/agent relationship is one that is carefully managed throughout its lifecycle. From recruiting to on-boarding, through training and goal-planning, new business pipeline and renewal retention – visibility is key.

With Appian, insurers can track and measure key performance indicators for each agent, monitor communications and training, and maintain compliance with licensing regulations.

Features at a glance:
  • Digitize and streamline the onboarding process, reducing manual documents and enabling agent self-service
  • Offer targeted training at regular intervals (for early-stage appointments, new- business growth, renewal-retention) based on agency size, location, or other demographics
  • Proactively respond to agency needs, including agent M&A activity and claim activity