This submit is a part of a sequence sponsored by AgentSync.
Onboarding processes are sometimes a barrier to recruiting and retaining proficient claims adjusters, however one progressive insurance coverage providers agency flipped the script by overhauling their adjuster onboarding to spice up their repute.
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 prospects by delivering a superior expertise.
Obtain this insurance coverage providers agency’s story at this time.
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 an excellent 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 high of different adjuster providers, and lived with the fixed menace of noncompliance and regulatory threat.
“We have been placing in each single license by hand,” the Head of Adjuster Licensing mentioned, describing how they functioned earlier than AgentSync. “Meaning going to totally different methods 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 could possibly be 25 hours every week simply verifying licenses by hand.”
However, because of 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 lower 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 impartial contractors and on the finish of the day they’re going to decide on to work for the companies that pay them effectively 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 now we have to do is test somewhat field on our finish to make the API work and all the things masses up the following day. It’s superb!”
By eradicating the obstacles to onboarding, this agency can present extra white-glove providers with out including headcount to the staff. And intuitive workflows make it straightforward for adjusters who aren’t notably 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 task.
The roll up impact: Emergency conditions
As any adjuster store is aware of, an insurance coverage providers agency that’s struggling to keep up compliance throughout an everyday week might discover itself in an actual pickle on the subject of emergency conditions. Wildfires, floods, mass knowledge breaches: At instances, 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 should be, with out threat of human error,” the Head of Adjuster Licensing mentioned. Plus, “It’s an enormous promoting level for our carriers. From their perspective, they’ve bought this superior firm that’s verifying licenses so not one of the adjusters engaged on their recordsdata are even doubtlessly 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 by utilizing a system that automates the executive load. Earlier than AgentSync, the insurance coverage providers agency merely employed a number of momentary 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 diminished the chaos of emergency response, made themselves a extra engaging companion, and diminished 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 keep up licensing to your adjusters, to onboard them in a frictionless system, and to deploy them precisely and effectively in annoying conditions, the cumulative impact is that the insurance coverage providers agency’s recruitment efforts are simpler, with fewer bottlenecks and churned candidates.
To study extra about this insurance coverage providers agency’s transformation, obtain the case research.
And to study extra about how AgentSync would possibly assist you, schedule a demo.
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