The top benefits of having an appointment booking app for your insurance brokerage

What should your insurance brokerage look for in an appointment booking app?

The Insurance brokerage industry is a fast-paced career path that barely allows you to take a moment of breath. It’s quite challenging to get enough time to rest between dealing with open enrollment, emerging risks, talent acquisition, workflow efficiency, and much more.

Running this type of business will be incredibly hectic as you continue to expand and grow. Scheduling meetings, leading development and marketing, managing employees, and developing a work environment that keeps morale up are just a few of the things you need to deal with.

Fortunately, technology has become widespread and has managed to take a good chunk of the burden away for the insurance brokerage industry. Appointment booking apps and Insurance CRMs have managed to break their way into the market and have successfully helped all sorts of businesses to improve their daily affairs.

The insurance brokerage industry has especially benefited from the appearance of online booking apps in the market. The insurance brokerage industry has especially benefited from the appearance of online booking apps in the market. However, it’s important to meet the insurtech regulatory requirements.

These appointment booking apps come with all sorts of features that make retaining customers and streamlining employee work an easy affair.

For this article, we’ll be going over the top benefits of having an appointment booking app for your insurance brokerage!

Customer Experience

Over the recent decade, customer experience has become one of the highest priorities for businesses, with 86% of customers stating they are willing to pay more for a better customer experience.

The insurance brokerage industry is no different, with customer experience becoming a make it or break it factor for plenty of insurers. With consumers becoming increasingly informed, they essentially expect a higher level of quality service and a more personalized experience.

Roughly around 64% of customers have stated they are likely to conduct research online before making any final purchasing decisions, while a massive 94% say online reviews have managed to sway them to avoid either a business or product.

Therefore, insurance brokers are required to close the gap on any disconnect between the customers and products, delivering a smart, consultative, and valuable experience with each of their clients while being capable of assisting customers in reaching financial needs and overall monetary wellness.

That’s where appointment booking apps like Bookafy, Calendly and Acuity Scheduling can prove to be quite advantageous for your insurance brokerage business. Software like this is capable of offering ways for your customers to book appointments between themselves and an employee.

These apps are also able to run in real-time, which means as soon as someone cancels their appointment, another client can come along and book it for themselves. Some of these even allow ways for you to schedule video meetings as well, making it possible for employees and clients to communicate face-to-face with little to no issue.

It offers customer experience to be enhanced in ways that will make your business more productive.

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Workflow Efficiency

As technology continues to evolve and improve, so too will the environment of the business. At this point, insurance brokerages need to evaluate the way they define and manage their workflow and processes if they wish to handle any sedated growth projections and prosper.

Out of date technology and organizational structures, along with siloed department data, will have your business scrambling to play catch up. Foraging on a single platform for client details and processes the next stops on a different one.

Because of this type of situation, productivity and motivation will have an impact, for example, needing to perform similar tasks five times a day, every day can have severe negative consequences.

There has to be some way to become more time-efficient and manageable in the long run. While some actions may be a bit more trickery than others to automate, other day-to-day operations can be seamlessly automated, freeing up time to concentrate on other aspects of your business.

Automating the most repetitive task and the process will free up valuable time. A study conducted by the Harvard Business Review found that even simple digitization of existing processes could aid insurance companies to deliver around 65% reduction in costs, with a potential 90% reduction in turnaround time on key processes, and best of all, improve conversation rates by a total of 20%.

Online booking apps play a huge role in automating some of the more tedious processes and tasks that take place in your insurance business.

The traditional way of appointing a client through either phone or walk-in is no longer necessary in a modern technological age. People these days can easily use their mobile devices to go to your website and simply book an appointment thanks to the app. That opens up more time for your employees to concentrate on other tasks that can bolster the productivity of your workforce. A well defined intuitive process will allow businesses to maximize their time and their productivity in actionable ways, helping companies to maintain an adaptable strategy and make informed decisions concerning any bottlenecks they experience, and book more clients.

Functionality

One of the main factors that make appointment booking apps worthwhile is the provision of further information on services and products, including the pricing details.

People have become accustomed to receiving a full quote online, with places like Amazon allowing you to go through the full purchasing process and getting the exact cost of the order before finalizing the purchase. Plenty of appointment booking apps offer similar functionality, allowing customers the ability to investigate pricing and time allocation options before committing.

By presenting this, you’re further adding context and information to their personal experience, allowing them to make a more informed decision about your business and whether they even want to conduct business with you in the long run.

Saving money

The number of benefits you get from saving time by utilizing online appointment booking apps will appear on your financial gains. The time which would be used otherwise on scheduling appointments can now be focused on other revenue-producing business activities.

The resources previously used to manage various bookings may further be aimed at other productive assignments. An appointment system may also cut down on the need for hiring extra business employees or the requirement for the existing team to work longer hours when managing booked business appointments.

Potentially, this could result in much more extensive annual savings down the line.

The time savings experienced by a business can translate quite well into saving financially, as both employee time and services translate into expenses and revenue, respectively.

Plus, automated appointment reminders will also save you on monetary savings by lowering the number of no shows who fail to make it to the allotted time. Research has proven that these types of reminders can lower the number of no shows by 50%.

Scheduling

In an era where most people these days prefer to use text over talking over the phone, more and more people will appreciate the flexibility that comes with appointment booking apps. It has been proven that more than 35% of clients prefer booking appointments during non-business hours, and 40% of online booking occur after hours.

An appointment booking app allows your business to have a 24-hour booking available, not just during business hours. Your clients and customers can make a reservation whenever they have time in their daily schedule.

Another benefit of appointment book apps software is that it can manage your staff schedules while accounting for workable scheduling to keep your employees in a good mood and handled efficiently. Most booking apps will have flexible scheduling features that allow you to book for individual teams, allowing for a group of people to devise work amongst themselves.

Keeping everyone on track and the same page is crucial for any business, so these scheduling features are very beneficial.

Helps with marketing

Advertising and marketing have managed to flourish in the digital age in ways most people weren’t expecting. With the number of content people is consuming on the web, it’s no wonder why marketing online has become increasingly vital for the survival of any insurance brokerage business. If you want to get the word out about your company, you need to put some serious effort into web marketing.

Online booking solutions can make this into a seamless process, not to mention far more effective. Setting up a scheduling URL offers potential clients a clear destination when they click on your ads or social media posts.

Meaning that instead of sending them to a generic or designed website, you’re leading your clients to a page that places them on the fast track of them booking your services. For example, let’s say you regularly promote your website on Instagram, but instead of posting a link to a page that is not optimized for conversion, you decide to link a booking portal so users can immediately view your services and availability.

If you haven’t managed to do so on your social media profiles already, then consider doing so at the earliest. If you’re dedicated to marketing your business on social media or through online ads, use landing page URLs that send your customers directly to your business appointment booking, where they can easily reserve their appointment.

Greater insight into your business

Managing the growth of a business can be quite challenging, especially if your insurance brokerage is a small one. Although, if you are on a larger scale, then improving your operational efficiency can be an issue all on its own. Regardless of the size behind your business, the detailed reporting you garner from appointment booking apps will provide you with information that can lead to better decision making.

Most online booking solutions come with an analytics dashboard that assists you with rapidly determining your performance indicators.

The number of no-shows per day, week, or month.
Number of finished appointments by employees
Comparison of productivity
How many meetings have been scheduled as a result of a marketing campaign
The complete appointment history for a client

The information above is just some of the metrics you’ll be able to review. Most booking solutions also allow you to run reports on daily or periodic sales and customers. This fast and seamless access to critical business information can help support both regular and longer-term strategic decisions for your company.

Reducing human error

Mistakes will happen to anyone in any industry, such as writing down the wrong phone number or scheduling a client for a different time. Not only will these unfortunate mistakes be embarrassing on your end, but these errors can also lead to unsatisfied customers. The good news is that human error is preventable if you managed to set up a proper system.

It’s where an appointment booking app plays a massive role. An online booking system will automate your tasks such as recording client’s details, adding appointments to your digital calendars, and sending out reminders.

It lowers the amount of manual work both your and your team will have to deal with results in the number of human errors to decrease and vastly improved client satisfaction.

Furthermore, if you think about the times you’ve tried to book an appointment, you are left recommending potential dates and openings. It’s tiresome to give every choice on hand and also difficult to get the customer to understand over the phone at times.

It will eventually lead to frustration and failure in booking a client. One of the most significantly positive things about online booking is that you can recapture some of those missed appointment opportunities.

Appointment booking apps like Bookafy allows your customers to have a visual look at the current availability of services and schedule. It also allows them to make an informed decision on the offerings you have at hand.

Conclusion

The insurance brokerage sector is a difficult career path to follow but can be incredibly rewarding as well. However, it requires some serious dedication to maintain, and having more time at hand to deal with emerging issues in your business is critical to the overall success of your business. It’s a smart idea to get yourself an appointment booking app like Bookafy to better manage your clients and schedule appointments.

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The top benefits of having an appointment booking app for your insurance brokerage | Bookafy

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