Agents
We Understand that Digital Enablement is Critical For an Agents Success.
Digital payments are more essential these days for insurance carriers to keep up with customer demands, but the role of the insurance agent is still a vital and important part of the industry. Agents are the 'face and voice' of the insurance company(s) they work for. The customer service provided to the policyholder can develop into a strong connection or long-term relationship with the customer. The agent can leverage that relationship with suggestions of new policies or products should the policyholder’s circumstances change (such as marriage, buying a house, having a child). The agent can guide the policyholder not only through the lifecycle of a policy, but through the needs of the policyholder’s own life.
One Inc appreciates the role of the agent in promoting our payment modal and payment portal. The agent creates necessary in-person touchpoints with a customer that give us critical feedback to how the customer views our products.
There are two types of insurance agents that policyholders would work with: independent and captive.
Agents can attract new business by promoting policies and products, speaking with potential and past customers, selling policies for the insurance company(s) they represent, and highlighting payment processing platforms like One Inc’s.
New business can come through an agent via word-of-mouth or through a variety of marketing efforts such as emails, flyers, trade show presence, and social media. An agent is responsible not just for providing a great customer experience to current customers but also to potential new businesses.
One Inc enables agents to take payments digitally when they are selling policies, and collect payments from policyholders digitally when a premium is due. Agents also collect agency fees and can utilize a feature within our payment platform that separates out the agency fees from the premium payments and routes the funds to the right account. Agents also play an important role in the following:
