Technology Stack
We have found that “InsurTech” has become a noisy buzz-word and if not careful the fast evolving and growing number of widgets being developed can become very time consuming to vet and adopt in your agency. We believe that anything that is meant to help you help your clients’, needs to connect directly with your client database. For this reason, VIAA has leveraged its buying power to ensure all of the tech solutions below work together for optimum efficiency. In addition to helping you make important decisions that are based on logic rather than exhaustion, the implementation, training and adoption is supported by our Development Team. While the menu of vendor solutions will vary from one agency to the next, all provide unique benefits which are spelled out below and most of these vendors extend discounts to VIAA Members.
Leading - Not Following
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"I'm still an old fashioned pound the pavement "phone" kind of guy who, as a captive agent, refused every attempt my to implement tech in our agency. After help from the Dev Team, I'm now an "automations are for everyone" kind of guy.
We no longer have lost sales. Even when we get a quote we can't write now, we put it into smart cycle and try again in 6,12, or 18 months. This will give us more reliable sales projections moving forward and a pipeline that will never end! Not to mention, having a great way to track new business sales and an acutal onboarding process. No more sitting around waiting for the phone to ring or spending $$$ on worthless leads."
Keenan & Jessica, Current Members
Agency Owners
Agency Efficiency Tools
Policy Management
CRM System
Collect Loss/Runs
Dec Page Procurement
Mobile App
Policy Management
- Automated policy storage via daily carrier downloads
- Date stamped documentation to protect E&O
- 2-way integration into CRM
- Policy pop screen on incoming calls
- ACORD Form Library with pre-fill option
- Paperless file storage
- Customizable Management Reports
- Commission Reconciliation
CRM System
- Center point of the agency
- Automation (text & email)
- Service ticket tracking
- Lead tracking
- Sales tracking
- Goal setting & tracking
- Commission tracking
- Bonus tracking
- Set activities and reminders
- Create process and procedure w/ automation included
Collect Loss/Runs
- Frequently allows loss runs of prospects to be acquired in advance and without the knowledge of the incumbent agent
- 99% success rate to receive loss runs
- Average turn-around time of 3 business days from request date
- Experienced and expert support team to navigate challenging situations
Dec Page Procurement
- Prospect can retrieve up to 7 years of dec pages without alerting incumbent
- Dec pages route to your inbox and archive in one location
- Custom referral partner links
- Map data from dec pages automatically to CRM and AMS
Mobile App
- Connects all current policies in your agency
- Track lost clients policy replacement through other carriers and/or agencies
- Customer can access ID cards, make a payment, or file a claim
- Customer can send in a new quote request
- Your agency is listed as point of contact for all policies on the app
Rating Systems
Personal Lines Comparative Rater
Commercial Lines Comparative Rater
Personal Lines Comparative Rater
- Ability to quote and bridge to multiple carriers
- Prefill VIN, SS, and DL from full name, home address and DOB
- Integration with CRM and Life Insurance carriers
- Build out multiple templates to prefill coverage information
- Additional MGA carrier options through AccessPlus
- Bridge from AMS to quote
- Map feature for help with protection class
- Easy to requote for renewal
- Switch Named Insured option
Commercial Lines Comparative Rater
- Streamlines commercial submission process with many carriers reducing time to market
- Available for at least BOP, Workers’ Comp, General Liability and Commercial Auto submissions
- Optimized for small commercial accounts
- Commonly generates bindable quotes
- May identify a best fit carrier that would not have otherwise been considered
- Generates completed ACORD apps for signature and filing and/or submission to E&S
Lead Generation
Commercial Lead Database
SEO Centric Website
Commercial Lead Database
- Robust prospect database
- Provides commercial insurance effective dates by NAIC code, OSHA violations, and geography
- Provides lots of property and business intelligence on companies often including FEIN, revenue range, # of employees, etc.
- Provides current insurance carrier, agency and influencer data
SEO Centric Website
- Easy setup
- Ability to create custom forms and landing pages
- Links directly to social media platforms for easy cross posting
- Ability to host Blog and Vlog
- SEO optimized
- Video proposal
- Done for you landing pages
- Ability to share forms & landing pages
- Open connection to Zapier
Connecting With Clients
Phone and Texting Systems
Scheduler Assistant
E-Signature
Phone and Texting Systems
- Connects directly to AMS &CRM
- Texting from main line
- Records text in CRM
- Records calls
- Saves call recordings in CRM
- Tracks number of calls per extension
- Push to call feature
- Screen pop’s in AMS
- Mobile app
- Direct extensions
- Call trees available
Scheduler Assistant
- Custom calendar links
- Sync your google or outlook calendars for real-time availability
- Restrict self-scheduling availability by day of week and time allowance
- Schedule quiet time between available appointments
- Use as custom appointment link in CRM
E-Signature
- Enhances customer experience
- Saves time
- Digitally archived
Sales Wedge Tools
Zywave
Mod Master
Market Aid
Telematics Outline
Zywave
- Unmatched content library primarily designed for insureds
- Coverage, cyber, regulatory, compliance, safety and human resources content, among other areas
- Many pre-built newsletters released monthly for distribution
- Quote presentation creator tool
- Provides agency marketing materials
- Client portal with many safety and insurance resources as well as HR and compliance tools
- Broker-facing content to help assess risks and to help focus marketing efforts
Mod Master
- Simplifies experience mod conversation
- Calculates WC premium had a specific claim not occurred
- Demonstrates importance of experience mod
- Projects future experience mods
- Provides an avenue to partner with clients on risk management
- Helps identify claims trends
Market Aid
- Provides basic underwriting outline for all carriers
- Tabs for Home, Auto, Dwelling Fire, Umbrella and more
- Carrier tabs have product tiers and coverage details on endorsements and discounts
- Kept up to date as carrier products evolve
Telematics Outline
- Provides each carriers program
- Displays discount information
- Highlights surcharges and the factors that are measured
- Additional important telematic specific information
Every Drop Matters
What's Next?
Meet The Development Team
That Utilizes This Proven Process To Help Agencies Grow Faster
The VIAA Advantage
Due Diligence Questions
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To understand your tech stack integrations and access, ask these questions: |
Other Networks | With VIAA |
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Do all of the following functions work seamlessly without requiring duplicate entry:
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| Am I listed as sole admin on all tech solutions? | ||
| Does anyone other than me and those I provide have authority to access my tech stack and client files? |
