The most profitable, fastest growing, highest valuation agencies
all have a few things in common...
We know the insurance agency business. We understand growing consumer expectations for online convenience. We know your staff doesn't have the time to learn a bunch of new activities. That's why our Solutions are quick, affordable and easy.
Pick the package that's right for your agency, test drive it, and leave the rest to us. Here are some of the options that can be added to your competitive arsenal.
Confluency delivers what independent agents need and what consumers want via the cFluent Web Modules. All the Modules include:
Insurance Zone... Customers and prospects get their own, secure 'intranet' as they use your web site. The Insurance Zone gives consumers a place to personalize information, set preferences for communicating with you and review the history of value added service your agency has provided.
View a demo of the Insurance Zone
CSCoact... Your agency can manage content, review web activity, set service standards and control work flow through an easy to use, secure administrative panel.
View a demo of CSCoact
Bulk Mail Push... Send any web site resource out to a group of customers (with a link to bring them back to your web site). It's an easy, 3 step process to letting hundreds or thousands of your customers know you are keeping up with their needs. All at once and at virtually no cost.
Annual Review Wizard... Your agency can provide the convenience of online reviews that build dynamically (so customers only review changes of relevance) and inexpensive for your agency - no postage, no printing, no handling the mail. Easy.
View a demo of the Annual Review Wizard
Try out the Annual Review Wizard
Personal Risk Wizard... The Personal Risk Wizard can be used to help prospects and clients select and update an appropriate insurance program. It will protect your agency from E and O exposure, and through a built in referral mechanism, will help bring new prospects to your agency through your web site
Try out the Personal Risk Wizard
Personal Property Wizard... This unique calculator resolves the difficulty of doing a personal property inventory. Consumers will appreciate that you helped them understand how much they have at risk and your agency will sell more schedules.
View a demo of the Personal Property Wizard
Risk Alert Service... You know you need to 'touch' your customers 5 - 7 times a year. Let your website help, through the Risk Alert. Automatically, or when you choose to launch notifications. The Service comes with over 40 articles and checklists, and Confluency adds new content regularly. Plus, your agency can easily add content to take advantage of information that is topical or of interest to customer segments.
Try out the Risk Alert Service
My Memory... We all need to be reminded to check our credit status, change furnace filters and more. But who is going to do it? You, that's who. With My Memory customers and prospects can pick any number of reminders and My Memory will gently let them know when they need to do what has to be done. - Courtesy of your agency. Stay top of mind. Easily.
Try out the My Memory
FAQ Builder... Over half the calls to most agencies are general questions. Give your customers and prospects the added convenience of 24/7 answers. The FAQ Builder can learn and grow as consumers use it and you can add changing content to your web site in real time in just seconds.
View a demo of the FAQ Builder
Try out the FAQ Builder
Glossary... Make insurance consumers comfortable with their insurance program with definitions that stand alone and are embedded in other cFluent Modules to maximize the interactivity and personalization of your web site. Add or modify definitions through the easy to use editor.
View a demo of the Glossary
Try out the Glossary
Smart Forms... Maximum interactivity for the most common quote forms. If you could sit across the desk from a prospect, you would. If you couldn't, you would use Smart Forms. Security and personalization with pre-fills, drop down lists, format checking and integration with other cFluent Modules. (Personal Auto and Home Quote Forms)
Try out the Auto Quote Form
Try out the Homeowner Quote Form
Form Builder Forms... Provide customers the ability to submit nearly any change request or application anytime they want. Form Builder comes with a library of 50 pre-built forms that include data checking (so you don't have to chase down information on incomplete forms). All forms are secure to keep your running afoul of any future developments with privacy protection rulings.
cFluent Claim Manager... Effortlessly monitor the claim process and maximize customer satisfaction by staying on top of key carrier activities. Extend the benefit of the cFluent Claim Manager by monitoring third party claimants and turn them into customers by demonstrating the unique, valuable services your agency can deliver.
View a demo of the Claim Manager
Try out the Claim Manager
Company Information Pages... Tell web site visitors what they want to know about your insurance companies, keep them on your site when they want to stay and take them exactly where they want to go when they want something directly from your carrier. All you have to do is provide us a list of your companies. Leave updating to us. Easy.
View the Company Information Pages
Spam Out Directory... The time and expense saving of being able to handle 10 emails for every phone call is hard to ignore. So you want to make staff email addresses accessible. But you don't want spammers to be able to get at them with their crawlers. Let us take care of that for you. And we'll throw in set up of an interactive map of your location that you will never have to update.
Program Pages... Make your web relevant to agency initiatives like book transfers, insurance-to-value updates; extend the reach and duration of traditional advertising by incorporating your web site exactly the way sophisticated marketers do today. Let Confluency put a web page together grouping web resources that complement and enhance your campaigns.Mobile Web Page... Key agency web pages are reformatted for cell phone and PDA browsers. A growing number of consumers are accessing information away from their home or laptop computers. Whether your agency customer or prospect is at the rental car counter, on the car lot; or your producer is pitching a business insurance proposal on site, your agency will be there. (http://demo.cfluent.com/m - view it in your phone's browser) *not available in plug in solutions
Event Calendar... Savvy agencies are marketing through online and live seminars or training producers via regularly scheduled web conferences. Update these and other events instantly on your agency web site; send announcements and accept sign-ups on line with the Event Calendar. Take a look
Website Document Manager...Sometimes you need to make PDF, Word, Excel or other files available for download to anyone coming to your site (supplemental applications, print ready guides); sometimes you want to restrict who can access those documents. And sometimes, just sometimes those documents and access permissions change. Keep your site, relevant, up-to-date, and useful by keeping downloadable documents and access under control - easily.
Specialty Services Section...Many agencies provide more than insurance sales and service. Risk Management Services, Safety Training, Reference Library Access...all those special services are a part of your insurance agency's unique value proposition. Organize and promote those services on your site to set yourself apart from the competition and capture accounts in need of your services.
Target Market Section...Do you have expertise or a growth appetite for unique or focused risks? Draw attention to your expertise, and make your target customers feel like they really are working with an expert.
Home Page Announcement Marquee...More and more customers are dispensing with their phone books, and will visit your home page via a bookmark or Google, just to get your phone number. Take advantage of those visits by communicating special office hours, safety tips, agency accomplishments, or just about anything.
Enhanced About Us & Insurance Agnecy Bios...Agency owners and staff are often active in professional organizations, civic activities, and have worked to gain designations, recognitions, and technical expertise. Let people know who you are, and why your people make the difference.