Intygral, a digital marketing platform but for the insurance industry, enables agencies to automate and systematize marketing functions that they previously conducted manually. In addition, Intygral opens a new world of possibilities only available through digital marketing.
CRM (CUSTOMER RELATIONSHIP MANAGEMENT)
Industry-specific activities and workflows allow agencies to unify sales, marketing, and customer service functions by:
- Managing and automating customer and prospect interactions.
- Tracking referrals.
- Overseeing and administering customer renewal dates and policy numbers
Strategic email campaigns enable agencies to stay top-of-mind among customers and prospects. Email marketing can help your agency:
- Automate email communications throughout the sales process.
- Cross-sell campaigns to supplement existing sales team’s efforts.
- Segment and target drip campaigns.
- Market to both personal and commercial leads.
- Engage through fun, personalized holiday and birthday campaigns.
EMAIL CONTENT LIBRARY
- Tailor marketing efforts with topical, insurance specific content from the Intygral library.
- Deploy content relevant to both commercial and personal lines.
- Target general commercial accounts and specific industries, including manufacturing, property management, restaurants, and trucking.
- Centralize content resources and assure consistent content quality.
Structured and strategic task management helps agencies organize and centralize sales opportunities, turning prospects into customers by:
- Prioritizing CSR’s and Producers’ to-do lists by ranking leads and customers in the sales pipeline to sell smarter.
- Automatically delegating open tasks to agents based on pre-set criteria.
- Overseeing all open tasks, categorized by assigned agent, due date, or activity.
REPORTING AND ANALYTICS
Analytics offer agencies new insight into overall performance and can help improve the accuracy of business decisions. With the help of analytics, your agency can:
- Achieve full visibility into sales opportunities, measure the effectiveness of marketing campaigns, and track new opportunities.
- Track each producer’s quote-to-close ratio and total premium.
INTEGRATION & SYNCHRONIZATION
Integration with your agency management system is not needed to utilize or benefit from Intygral. Intygral is easily incorporated into your agency’s current sales processes. A basic workflow is utilized to maintain customer and policy data in both Intygral and your agency management system. For agencies that are interested in integrating the Intygral with their agency management system Zywave offers several solutions:
We offer the only two-way integration with AMS360.
HawkSoft’s Client Management System
Our team is currently working with Hawksoft to build and support a one-way synchronization.
QQ Solutions’s QQ Catalyst
Our team is currently working with QQ Solution to build and support integration between the two systems.
Xanatex’s Insurance Management Solution
Xanatex has built a custom report that is easily exported from the Insurance Management Solution. This report contains all of the needed information to import into the Intygral Digital Marketing Platform to allow the two systems to continually update.