This publish is a part of a collection sponsored by AgentSync.
Onboarding processes are sometimes a barrier to recruiting and retaining gifted claims adjusters, however one modern insurance coverage providers agency flipped the script by overhauling their adjuster onboarding to spice up their popularity.
By automating and simplifying the licensing and compliance course of with AgentSync, this P&C and legal responsibility insurance coverage providers agency made life simpler for his or her adjusters and inside employees members alike. With higher onboarding, the agency made it simpler to recruit adjusters and retain their finish clients by delivering a superior expertise.
Obtain this insurance coverage providers agency’s story in the present day.
Figuring out the adjuster administration problem
The adjuster licensing course of can really feel like a maze of regulatory obstacles and bureaucratic formalities. For this insurance coverage providers agency, managing hundreds of licenses by hand was an issue on a very good day.
Earlier than adopting AgentSync, the agency had almost 5,000 adjusters energetic at any given time, and onboarded extra each week. However the agency was dealing with licensing and state reciprocity manually, and with no time or inclination to coach a fulltime license coordinator. The Head of Adjuster Licensing spent hours every week managing these duties on prime of different adjuster providers, and lived with the fixed risk of noncompliance and regulatory danger.
“We have been placing in each single license by hand,” the Head of Adjuster Licensing stated, describing how they functioned earlier than AgentSync. “Meaning going to completely different programs and databases to confirm that every license is energetic in every state. Some adjusters have 20 licenses and we’re bringing on 15 to 25 new adjusters throughout a median week, so even when it solely takes a couple of minutes to confirm a license, you may be 25 hours per week simply verifying licenses by hand.”
However, due to AgentSync, the insurance coverage providers agency was capable of keep away from including headcount and reallocated the Head of Adjuster Licensing hours to different, increased ROI duties, like constructing and sustaining the type of relationships that make recruiting adjusters simpler. Discover out extra.
Enhancing the adjuster expertise with streamlined onboarding
One of many key benefits of AgentSync is that our onboarding course of makes it simpler to onboard claims adjusters and reduce down on their administrative effort. By automating routine processes like doc submission and compliance checks, AgentSync allows adjusters to pay attention extra on what actually issues – dealing with claims and delivering top-notch service to their policyholders.
“Adjusters are unbiased contractors and on the finish of the day they’re going to decide on to work for the companies that pay them nicely and make it straightforward for them,” defined the Head of Adjuster Licensing. “Our pay is aggressive, however why would they undergo all these additional steps? With AgentSync, we will get their Social Safety quantity from their contract, or in the event that they’ll simply sort of their NPN, all we now have to do is examine slightly field on our finish to make the API work and all the things masses up the following day. It’s superb!”
By eradicating the boundaries to onboarding, this agency can present extra white-glove providers with out including headcount to the workforce. And intuitive workflows make it straightforward for adjusters who aren’t significantly tech savvy, serving to the agency higher recruit and onboard each skilled adjusters and people who are new to the business. Gone are the hours and hundreds of {dollars} wasted in forming relationships with adjusters solely to observe them fall off the grid someplace between a contract, license validation, and first declare project.
The roll up impact: Emergency conditions
As any adjuster store is aware of, an insurance coverage providers agency that’s struggling to take care of compliance throughout an everyday week might discover itself in an actual pickle in the case of emergency conditions. Wildfires, floods, mass information breaches: At occasions, insurance coverage is an all-hands-on-deck endeavor.
“You may’t put a worth on the peace of thoughts we get realizing that each adjuster is licensed the place they have to be, with out danger of human error,” the Head of Adjuster Licensing stated. Plus, “It’s an enormous promoting level for our carriers. From their perspective, they’ve received this superior firm that’s verifying licenses so not one of the adjusters engaged on their information are even probably going to not have a legitimate license.”
When an emergency hits and this agency has to ship out claims adjusters en masse, it’s simpler to attain factors with each downstream adjusters and upstream service companions through the use of a system that automates the executive load. Earlier than AgentSync, the insurance coverage providers agency merely employed a number of short-term employees members to course of the 100-plus new adjusters per day they’d want so as to add in an emergency. By automating adjuster license administration with AgentSync, the agency decreased the chaos of emergency response, made themselves a extra engaging accomplice, and decreased the prices to the agency of each response.
Learn extra about how the insurance coverage providers agency made adjuster administration simpler.
Reworking recruitment with efficient adjuster administration
When it’s straightforward to take care of licensing to your adjusters, to onboard them in a frictionless system, and to deploy them precisely and effectively in anxious conditions, the cumulative impact is that the insurance coverage providers agency’s recruitment efforts are more practical, with fewer bottlenecks and churned candidates.
To be taught extra about this insurance coverage providers agency’s transformation, obtain the case research.
And to be taught extra about how AgentSync may assist you, schedule a demo.
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