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Take Your
Agency To The Next Level With the Policy Analyzer! It’s Three
Strategically Designed Programs Rolled Into One!
With the push
of a few buttons you’ll pull your clients, their policies (header
information), your carriers along with their additional addresses
and plans, and your producers into a custom automation system
designed for InStar users … The Policy Analyzer.
Having now
captured all of this information from your InStar system, the Policy
Analyzer gives you 3 important functions in just one program,
picking up where InStar leaves off. Those 3 functions are …
1.
Analyzing your book
of business, policies and clients,
2.
Emailing, both
individually and mass e-mails with the E-Mail Manager, and
3.
A powerful MS Word
Integration.
Newly Added ...
The Mastermind
Behind The Policy Analyzer
The Policy
Analyzer is the creation of Bradley Chesnut who has worked with insurance agencies on automation and marketing
since 1989. The
past 8 years (until July 31, 2005) Brad was InStar’s #1 Regional
Manager. From May 2005 until Aug 2006 Brad partnered with Bonnie Peterson with LearnInStar.com. If anybody knows automation, marketing, InStar and
InStar’s short comings it’s Brad!
Knowing
InStar doesn’t automate 100% of an agency (no
management system will), we added additional tools to fill in some
of the gaps.
The
Policy Analyzer Offers You A Lot of New Resources and Tools
With the
Policy Analyzer you’ll be able to …
Analyze your book
of business in multiple ways.
You’re going to really appreciate what you can learn about your
agency and the business going through your agency. For example,
very easily see how much business is totally running through your
agency. Then start breaking it down … by company, by line of
business, by plan code, by producer, by status (N, R, etc.), on any
other field or combination of fields.
Find black holes in your business, see which LOB’s are the most
profitable and least profitable, learn how “averages” can help you
determine what’s worth pursuing and what’s not, and so much more.
Look at your data
based upon queries only limited by the fields available and the
combination of fields you choose
You’re going to be amazed at how the Policy Analyzer will take your
existing InStar data and open it up to you in a way that will really
allow you to see what’s going on in your agency. With the ability
to create queries and sort orders on any field or combination
of fields, your only limitation is not realizing all of the
different reports you can create and what those reports mean to
you. We’ll help you!
Create
personalized, individualized emails you can send to customers based
upon a filter on any field or combination of fields (policy and/or
customer data)
With the E-Mail Manager add-on you’ll be able to create and send out
very effective emails … upsell, cross-sell, create a renewal
program, inform specific clients like all Safeco clients of an
important change with Safeco, send customer service e-mails
informing clients of changes with the agency, and the list goes on
and on.
You’ll even be able to create powerful email campaigns fully
personalized to the recipient … they’ll think you took the time to
send them a personalized email and won’t have a clue you sent the
same email to a hundred other people.
And the next time you’re faced with a roll over, you’ll just smile
because it’ll be a breeze to handle with the Policy Analyzer.
An easy to use and
very powerful MS Word integration
Not capturing email addresses like you know you should be? The MS
Word Integrator is easy and very powerful. Use it for Form Letters,
Mass Marketing Direct Mail letters, Envelopes and Labels or any
other word doc that you'd merge their client and/or policy
information into. And, you
can print them for just one person or everyone in the query you
created, all 100% personalized to the recipient. You can even use
the MS Word integration to create custom forms … just one of a
hundred different things you can do. Powerful!
Send personalized,
individualized emails to all of your producers at the same time.
Find
inconsistencies with your policies and book of business
That’s right, inconsistencies. Ten new policies this month, none
the next 2, for example. It’s hard for an agency owner to stay on
top of what his producers are doing, or whether they are only
renewing business or also writing new business. Learn which months
are your big selling/renewing months, and why!
Stay on top of
renewals
With the push of a button a Renewal Calendar will pop up showing all
policies renewing for the month. Hit the + sign to move to the next
month, or – to see last month. Or jump up to next year. You can
drill down to the policy to see the detail information. Filter them
so you only see policies with a specific line of business (Auto,
Home, CGL, WC, etc.).
You can also create a formalized renewal program with either the MS
Word Integrator or E-Mail Manager which will GREATLY increase your
renewal rate.
Find policies that
weren’t updated correctly in InStar and are throwing off your InStar
reports
This happens all the time with InStar users. They forget to “dead”
the policy which means the policy will show up in reports throwing
off your figures. We’ll show you how to find the policies that need
to be updated in InStar.
Then, when a click of button you can tag those policies and print
the “Update InStar” report so you can easily update the policies in
InStar.
Create very
strategic and specific reports … Reports way beyond anything you can
create in InStar!
Your only limitation to reports in the Policy Analyzer is the data
you entered into InStar and the fields available. You have total
control!
To see a detail outline of the differences between the reports you
can create in InStar and the Policy Analyzer, go to
www.policyanalyzer.com/info/instar/compared_to_instar.htm. At
the website we compare all of InStar‘s policy reports to the Policy
Analyzer. The differences are HUGE with the Policy Analyzer
guaranteed to give you far more accurate reports. You’ll never run
another report out of InStar after using the Policy Analyzer.
To print the report you can choose to print the list based upon your
search criteria with totals at the end and sorted in the order you
chose, or a report that sub-totals by 10 different fields (your
choose) like the effective date month, or company, or producer, or
CSR to name a few. If you need a
different layout for your reports or need them to be sub-totaled by
a different field, just drop me an e-mail and we'll add that report
layout to the program.
You can run virtually any report you want including the same
policy reports in InStar. With the Policy Analyzer, however, you’ll
be able to fine tune your normal InStar reports so you get exactly
what you want.
Don't want to print pages and pages of detail? Just want the
numbers?
We can do that too! It's called a Summary Report ... get the
numbers and totals without all of the detail.
Numerous
conveniences to make doing your job easier
Depending on your phone system, you can auto-dial your prospects or
customers. Emailing is 1 click away.
Need directions to your next appointment? We added a map tied to
their address … just click the “Yahoo Map” icon. We also added
driving directions from your office to their location.
From the Policy Analyzer window or customer policy window, click a
button for full carrier information including personnel. Click
another button for the producer contact information.
And a whole lot
more!
You Will Appreciate How the Policy
Analyzer Picks Up Where InStar Leaves Off, and Greatly
Enhances and Complements Your InStar System.
Call 888-474-7895 or e-mail us at
sales@policyanalyzer.com today and see how the Policy Analyzer will take
your agency to a whole new level of productivity using the data you
already have in InStar … no re-entering of the data at all!
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