Agency Renewal Processor™

Optimize Renewal Workflows and Improve Retention:
The Agency Renewal Processor™ 2.0 is an easy to use, browser based, renewal tracking system designed to maximize agency productivity and retention. Our product will:

Work seamlessly with your existing TAM data.
Simplify the renewal management process and save the agency countless hours of renewal meetings and follow-ups.
Dramatically improve your retention ratio.
Enable your agency to implement a uniform renewal procedure and ensure all milestones are met.
Allow everyone from CSR to Producer to Agency Owner to collaborate and share information more easily.
Provide an electronic marketing file to store everything related to each renewal, both for the current renewal term and historically.
A NEW and IMPROVED Agency Renewal Processor: Version 2.0 is NOW available.
NEW Claims information. # of open claims is displayed on the customer screen.
NEW Marketing Information: The program allows you add detailed notes about quotes and declines from each carrier, so you can easily keep track of your renewal marketing.
NEW A complete dashboard of meaningful Live Reports that don’t require you to run reports the traditional way.

Agency Renewal Processor™ 2.0 is easy to install on your existing systems, has minimal system requirements and conforms to YOUR renewal “best practices”.

“Previous to incorporating Renewal Processor in our systems, we had more than 3 processes that people had to jump around to manage their renewals. Renewal Processor keeps everything in one place and allows individuals to self manage their renewals.” – 50 user agency in CA.

Agency New Business

Achieve Greater Success in Bringing In New Business:
The Agency New Business is an easy to use, browser based, prospect tracking system designed to maximize producer productivity. Our product will:

Enable an agency to implement a uniform sales workflow and ensuring that producer sales goals are met.
Provide an electronic marketing file to store everything related to the marketing process.
Allow a user to drill down for details about the initial sales call/visit, the marketing strategy, as well as the activities and communications pertaining to the prospect.
Allow you to designate the closing probability and the system will automatically calculate a weighted revenue.

Agency New Business installs on your system with minimal system requirements.

Agency CRM™

Leveraging the Potential of Your Accounts:
The Agency CRM™ is an easy to use, browser based, Customer Relationship Management system that is designed to help you manage the customer relationship with the client through-out the year. Our product will:

Empower your staff to improve the client facing functions and offer higher quality service to your customers.
Enable you develop a close, continuous and long-term relationship with the clients.
Increase the ability to identify and create loyalty in your best clients.
Ensure 100% account retention and improve your service level by telling producers and CSR's exactly how often to structure substantive meetings or calls.
Allow you to identify accounts that need to be rounded.
Assist you to allocate appropriate amount of time depending on the size and standing of the account.

Agency CRM™ installs on your system with minimal requirements and compares favorable to higher priced CRM systems.

Here are the benefits:

Benefit 1: Provides a centralized electronic marketing file that stores everything related to each renewal.

Benefit 2: Analyze at a glance whether your renewal milestones are on-track for a book of business. Easily drill down to view details on the pre-renewal call, strategy and renewal activities.

Benefit 3: Build and automate “best practice” renewal workflows to meet the goals and objectives of your agency.

Here are the benefits:

Benefit 1: Pro-actively manage the prospects and prioritize the best ones.

Benefit 2: Have uniform qualifying questions, specific to each department, for all producers

Benefit 3: Hold your producers accountable and set goals for them

Here are the benefits:

Benefit 1: Pro-actively manage the relationship by allocating appropriate amount of time on your best and largest account, but also the medium and quiet accounts that are otherwise easily overlooked.

Benefit 2: Keep track of laundry lists from renewal meetings and make notes about other relationship touchpoints, such as conference calls.

Benefit 3: Able to identify accounts that need to be rounded. Further, easily identifiable icons indicates how old the account is and whether or not it is a local or a “remote” account.

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trademarks, trademarks or service marks of Applied Systems, Inc. My Agency Solutions, LLC is not affiliated with Applied Systems, Inc.

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