Selling insurance is as much about the relationship between agent and consumer as it is about the coverage. Your ability to close a sale is closely tied to your ability to build trust with the prospect. The relationships you have with your carriers are just as important as the relationships you have with your clients.
In May we announced a new feature in our comparative rating system TurboRater called Rank Your Companies that allows you to do exactly that. You now have control over the ranking order of your preferred carriers on the quote comparison list in TurboRater, regardless of rate.
When we first envisioned this feature, our focus was on why an agent may want to rank their preferred carriers at the top of the list. You might want to rank a carrier at the top of the list because of better coverage options, better service or you have a good relationship with that carrier.
But what about carriers you want your producers to avoid writing business with? Maybe you're concerned about the company's financial stability. Or maybe their service levels have dropped. Or maybe the coverage no longer meets your client's needs.
Whatever the reason, if you have a carrier you want to rank at the bottom of your comparison screen, you can now do that.
When you are setting up your ranked companies in the preference section, you can add them to the top ranked list or the bottom ranked list. Click here to read the FAQ on how to turn on ranked companies.
Have you tried our Rank Your Companies feature? Tell us in the comments below.
About the Author
As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.Follow on Twitter More Content by Becky Schroeder