Solutions Web Application Helped Retain Multi-Million Dollar Account
Merritt Hall Insurance has worked with Advanced Automation since 2005. Something that many agencies may not have considered is that the Solutions Web Application (website) has features and can even be made more functional with some custom programming, to really serve the needs of a large account or an insured with unusual circumstances. Jim Hall, President of the agency, shares his story:
“We have a multi-million dollar account with 30 locations and Solutions has been a huge part of retaining that account over many years. Prior to joining The Solutions Network, we had 30 different locations contacting us separately requesting changes, wanting status updates, etc. The CFO of that business had no way to keep up with the status of their insurance for all locations, what changes were being made, what was being covered and not. The client was ready to hire a $40,000 employee just to manage all the insurance issues!
With the new Solutions Web Application, the manager of each location now logs in and can request changes and see the status on just their part of the business (due to security settings). The CFO and Owners have access to see all locations and get monthly reports (thanks to a little custom programming) of everything going on with their insurance at any moment in time, 24/7. Needless to say the client did not have to spend $40,000 on an employee. Because of the secure communication side of the website, the insured actually uses our website for interoffice communication.
Also, before I had the website I was literally delivering 'boxes' of paper policies to this account. I now can attach electronic copies of policies to their secure dashboard in the website (which the client likes better anyway). This saves me printing and delivering all the paper and this way it also works as a disaster plan for them in case the paper policies are destroyed. Needless to say the small amount we have paid to you over the years is just a drop in the bucket compared to how much we have made and saved.”
Jim Hall, President
Merritt Hall Insurance