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.
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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
