Insurance brokers are at the mercy of two major agency management systems: Applied Epic and Vertafore AMS360. These systems are great for capturing, storing, and tracking data, but have limitations for workflow and usability. That can cause a snowball of dysfunction that includes: hours wasted for each employee, problems with quality assurance, difficulty completing routine procedures, and more.
Clarity has updated these systems for some of the largest agencies in the industry, helping them with:
- Remarketing – more effectively keeping track and taking action on expiring policies.
- Billing – creating invoices more accurately and enabling online payments.
- Data management – accurately combining data from legacy organizations.
- Employee efficiency – accelerating business workflows and reducing FTE costs.