Tools & Services Available

AGENCY ADMINISTRATION AND SUPPORT TOOLS

InsureZone Direct offers a complete suite of back-office administration tools, a sales lead management platform, reporting, as well as underwriting and service support. While our entire toolset is available to all of our agencies, some tools are included with your InsureZone Direct contract.

CUSTOMER SERVICE & UNDERWRITING SUPPORT

If you are growing your book and starting to get bogged down with service requests and other non-revenue generating tasks, you can hire staff to assist. Or, with InsureZone Direct you have two options that would be far less costly. 

1. Full Time Servicing — One is to allow InsureZone to service your book with its professional staff of underwriters and CSR’s.
2. Part-Time Servicing — The other is to utilize InsureZone’s back office assistance just when you need it most, like when you are on vacation.

If you let InsureZone do the servicing, you avoid dealing all of the hassles hiring, training, and retaining the people needed to keep your agency growing.

MARKET ANALYSIS

Staying abreast of industry fluctuations, market changes and national news, we provide our agents with the most critical details. We’re taking care of the small stuff, so you can focus on serving your Client’s needs.

TRAINING

New agency producers, agents and CSRs will be enrolled in our orientation training program, and are provided ongoing training from our staff and carrier representatives on a regular basis.

MARKETING

We offer marketing consultations and support as requested based upon agency productivity. While your agency is operating independent of any hard and fast expectations, we do offer the support and insight of experienced insurance professionals. Providing industry knowledge and sales assistance to our growing agencies is at the core of building our businesses together. We’re here when you need us!