Engage: Insurance Agency Management System

Hitachi Solutions’ industry IP meets the unique needs of modern insurance companies

Insurance 101
Overview

Making Sense of the Insurance Industry of Today

The modern insurance landscape is dominated by large agencies and brokerages, the result of multiple mergers and acquisitions within the industry. This new normal requires the consolidation of multiple systems and massive quantities of data, new means of managing relationships and gaining insight into business outcomes, and the ability to deliver consistent brand experiences across all channels without sacrificing flexibility or customizability. In order to rise to these challenges and seize new opportunities, insurers need a powerful agency management system.

Meeting the Needs of the Modern Insurance Agency

An insurance agency management system is an all-in-one solution designed to address the front-end and back-office needs of modern insurance companies. Agency management systems achieve this by delivering customer relationship management, sales management, and policy management capabilities. These state-of-the-art solutions also empower agencies and brokerages to create centralized repositories for all company data and documentation, automate essential workflows, access real-time analytics and custom reports, grow their book of business through upselling and cross-selling, and much, much more.

The Ultimate Insurance Agency Management System: Engage for Insurance

Hitachi Solutions Engage for Insurance is an innovative insurance agency management system built on the Microsoft cloud that empowers insurers to effectively manage and foster profitable relationships across agencies, customers, brokers, and partners. Designed and developed by a team of technical experts in partnership with Microsoft, Engage for Insurance provides much-needed visibility into agency performance and powerful tools to help power more profitable relationships.

Key features include:

  • Distribution Relationship Module
    Make distributor relationship management a competitive differentiator with this out-of-the-box module that provides a comprehensive platform for real visibility into distributor performance.
  • Risk Management Module
    Automate and organize risk assessment-related activities, including pre-quote surveys, loss prevention surveys, and claims review visits with this out-of-the-box solution.
  • Direct Channel Management 
    This out-of-the-box offering gives sales, marketing, and service people the support they need to build a robust and efficient direct channel, track every detail from lead to premium, and more effectively monitor the ROI of marketing campaigns.
  • Producer Productivity Suite 
    Unleash producer productivity by giving them access to customer information, data analysis and reporting, and activity management, whether on the desktop or through a smartphone or tablet.
microsoft partner gold certifications

Supporting the Insurance Industry for Over 15+ Years

Hitachi Solutions is a global systems integrator with leading capabilities in Microsoft solutions and technologies. Our professionals combine advisory services, industry and technology expertise, and implementation excellence that encompass our customers’ people, processes, business applications, and technologies to support and accelerate their data and business system modernization initiatives.

Start Building the Agency of the Future

The insurance landscape is rapidly changing — so should your agency. Find out how in our free eBook.

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Prepare for the Future of Insurance

Download our datasheet to learn more about Engage for Insurance.

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