Data, marketing, communication and business efficiency
The insurance sector is in a stage of change that is heading towards a hybrid market, where the digital and the face-to-face coexist and where the broker will continue to play a transcendental role in the distribution of insurance and advice to its clients, moreover, in an increasingly more personalized and close. To address this transition with guarantees, it is essential that you have technological tools that add value to your business, technology that provides you with knowledge and encourages you in the 4 strategic areas of its activity.
The insurance broker of the present and future must undoubtedly rely on a system ERP that allows you to manage your business efficiently, a tool with which you can have a 360 vision of your activity through a strategy based on 4 essential areas.
One of them is the data analytics and all its potential as a lever for growth, providing knowledge that helps you make business decisions. tools like BI Pro de ebroker, raise the level of brokerage data analysis, an advanced platform for the design and construction of elements, indicators and dashboards that can be configured completely autonomously.
La merchandising It is, without a doubt, fundamental for the broker, which is why having an agile and productive commercial process is extremely important. Marketplace Merlin It is more than a multitasker and it is more than insurance, it is a unique marketing environment that helps to obtain greater performance from its commercial capacities, adding to the insurance offer of the main companies, a diversification strategy that allows the possibility of offer other services to the customer (energy, financial products,…).
Marketplace Merlin It is more than a multitasker and it is more than insurance, it is a unique marketing environment that helps to obtain greater performance from its commercial capacities, adding to the insurance offer of the main companies, a diversification strategy that allows the possibility of offer other services to the customer (energy, financial products,…).
The broker must have solutions that allow him to develop and control his channels through an omnichannel strategy, with the aim of establishing and deepening relationships with its environment, but mainly with the client. ebroker has evolved the APP Mi Corredor, which together with eCustomer is part of the new Mobility Environments, solutions that allow the broker to be closer to offer a good experience in accordance with the demands of the new consumers of the insurance industry.
Technology should also help enhance the business efficiency, profitability and competitiveness of the broker. The EIAC/CIMA connectivity and the exchange of information with insurers in ebroker through the standard is an example of efficiency; as is the functionality of Electronic signature, which allows the broker to obtain the signature related to the contractual documentation in a simple, electronic and integrated way in the system.
The functionality of Electronic signature allows the broker to obtain the signature related to the contractual documentation in a simple, electronic and integrated way in the system.
Technology for knowledge
In a context of changes like the current one, the insurance broker must rely on the appropriate technology to adapt, accompanying him in the implementation of the new business models that he considers and allowing him to approach the future with certainty. Comprehensive technological solutions such as ebroker They help the broker from management to business decision-making, evolving from the concept of technology for management towards technology for knowledge, and which, integrated into a global vision of 4 strategic areas of its activity, will be the basis for promoting its business. and be more competitive in the market.
CCO – Commercial Director of ebroker
Article published in InsuranceNews the March 14 of 2023.