Winterizing Your Workflow with Trufla’s Insurtech Tools

Winterizing Your Workflow with Trufla’s Insurtech Tools

How to Prepare Your Brokerage for the Winter  

The end of the year can bring joy and festivities, but it can also be a stressful time for insurance brokerages. During this time of year, it’s essential to ensure that your brokerage is still productive and efficient as you navigate potential obstacles. 

In addition to the boom of insurtech tools being offered to help insurance brokers automate tasks and improve efficiency, there are also strategies that can be implemented to get through the rush while maintaining your brokerage’s efficiency.

 Innovative Insurtech Tools to Stay Ahead of the Game 

Let’s explore how Trufla’s innovative insurtech tools can help your brokerage remain productive through the end of the year.  

  • Track upcoming renewals: Before the busy holiday season, it’s important to inform your customers about their upcoming renewals and set a time to review their insurance coverage. Trufla’s Dashboard Pro can easily track your book of business and access AI-powered dashboards which spot upcoming renewals, client retention rates, and more.
  • Easy claim access: According to Canadian Underwriter, the winter season often sees a spike in insurance claims, attributed to extreme weather and holiday-related accidents, like fires or injuries. Trufla’s customer self-service app and portal, truMobile, gives your customers quick access to submit claims and update insurance information, reducing the time brokers need to manage each customers’ accounts.
  • Website updates: Keep your website updated with your current operating hours and customer communication channels, like contact information, current email address, and chatbots. If a potential or current client can’t reach you right away, you’re more likely to lose the sale.
  • Email automation: Trufla’s customer communication tool, Communication Centre, can easily automate customer communications to send out email campaigns, increasing productivity during the busy year-end period.
  • End-of-year reviews: For any business, end-of-year reviews are important because they provide an opportunity to assess performance, set goals for the upcoming year, and identify areas for improvement. With access to detailed data insights from Trufla’s dashboards, you can easily review your brokerage’s performance and make informed decisions about your strategies for the upcoming year.

Revamp Your Brokerage with AI-Powered Tools 

Without a well-thought-out strategy in place, your brokerage can potentially miss opportunities to increase their retention rates. To avoid the holidays becoming a strain on your brokerage, incorporating Trufla’s AI-powered insurtech tools can assist you with a host of activities, including tracking data insights and analytics, customer communications, customer retention, marketing, customer service, and automation. 

From meticulously tracking and analyzing data insights to orchestrating seamless customer communications, the tools empower your brokerage to navigate the intricacies of the insurance landscape with finesse. The synergy of AI-powered tools becomes the backbone of a well-rounded strategy, ensuring that your brokerage not only survives but thrives at this time of year. 

Get in touch with us today to find out more about how our AI-powered tech tools can amplify your brokerage through the end of the year.