This post is part of a series of sponsored by Agent Sync.
Onboarding processes are often a barrier to recruiting and maintaining talented claims adjustments, but an innovative insurance service company flipped the manuscript by reviewing their adjustment on board to increase their reputation.
By automating and simplifying the license and compliance process with AgentSync, this made this P&C and liability insurance service company life easier for their adjustments and internal employees. With better onboarding, the company made it easier to recruit adjust and retain their end customers by delivering a superior experience.
Download this insurance company’s history today.
Identification of Adjuster Management Challenge
The Adjuster licensing process can feel like a maze of regulatory obstacles and bureaucratic formalities. For this insurance company, managing thousands of licenses by hand was a problem on a good day.
Before he adopted Agent Sync, the company had almost 5,000 adjusted active at any time and boarding more each week. But the company handled license and state reciprocity manually and without time or inclination to train a full -time licensing coordinator. The manager of adjustment licenses spent hours each week managing these tasks on top of other adjustment services and lived with the constant threat of non -compliance and regulatory risk.
“We put each license in hand,” said the head of Adjuster licenses, describing how they worked before Agent Sync. “It means going to different systems and databases to verify that each license is active in each state. Some adjust have 20 licenses and we bring 15 to 25 new adjustments over an average week, so even if it only takes a few minutes to verify a license, you can look at 25 hours a week just verify licenses in hand.”
But thanks to Agent Sync, the insurance service company was able to avoid adding employee numbers and redistributed the manager of the Adjuster Licensing Hours to other, higher ROI tasks, such as building and maintaining the kind of conditions that make adjustments to adjustments easier. Find out more.
Improving the adjustment experience with streamlined onboarding
One of the most important benefits of Agent Sync is that our onboarding process makes it easier to board the requirements for adjustments and cut down on their administrative efforts. By automating routine processes such as document submission and compliance with compliance control, Agent Sync allows to concentrate more on what really means something-handling of claims and provides top notch service to their policyholders.
“Adjustments are independent contractors, and at the end of the day they have to choose to work for the companies that pay them well and make it easy for them,” explained the head of the Adjuster license. “Our salary is competitive, but why should they go through all these extra steps? With Agent Sync we can get their social security number from their contract, or if they just enter their NPN, all we need to do is mark a small box at our end to make API work and everything is loaded the next day.
By removing the obstacles to onboarding, this company can provide multiple white glove services without adding staff to the team. And intuitive workflows make it easy for adjustments that are not very technically knowledgeable, which helps the company with better recruits and aboard both experienced adjustment and those new in the industry. Gone are hours and thousands of dollars wasted in forming relationships with adjustments only to see them falling down from the web somewhere between a contract, license validation and first claim task.
ROLL UP -EFFECT: emergency situations
As any adjustment store knows, an insurance service company that struggles to maintain compliance during a regular week can be in a real pickle when it comes to emergencies. Wildfires, floods, masses violations: Sometimes insurance is an all-hand-on-tire endeavor.
“You can’t appreciate the peace of mind we are told that any adjustment is licensed where they need to be, without the risk of human error,” said the head of adjustment licenses. Plus, “It is a huge selling point for our carriers. From their perspective, they have got this amazing company that verify licenses so that none of the adjustments working on their files will even potentially have a valid license.”
When an emergency hits and this company has to send damage to damage in a lot, it is easier to score points with both downstream adjustments and upstream transport partners using a system that automates the administrative load. Before Agent Sync, the insurance service company simply hired more temporary employees to process the 100-plus new adjustments a day they should add in an emergency. By automating Adjuster License Management with AgentSync, the company reduced the chaos by readiness, made itself a more attractive partner and reduced the cost of the company with any answer.
Read more about how the insurance service company made adjustment adjustment easier.
Transformation of Recruitment with Effective Adjustment Management
When it is easy to maintain a license for your adjustments, aboard them in a friction -free system and to implement them accurately and effectively in stressful situations, the cumulative effect is that the insurance company’s recruitment efforts are more effective with fewer bottlenecks and turned employees.
To learn more about this insurance company’s transformation, you need to download the case study.
And to learn more about how Agent Sync can help you, Plan a demo.
Topics
Agencies Talent Education Development
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