Get new Agents business ready in days. Not Weeks.
Agent Onboarding Automation
For Insurers, new agents accelerate its business growth engine. But it can get frustrating when it takes weeks for new agents to start booking business, because it could mean losing out on crucial customer wins.
Manual processes in large life Insurers take up to two weeks to provide new agents with their system credentials, thus directly impacting your ability to grow your business. Fortunately, you don’t have to let your competitors walk away with opportunities that could be yours.
With Synergy’s Automated New Agent Onboarding solution your new agents can be firing on all cylinders in two days against the usual two weeks or more. The solution uses Robotic Process Automation (RPA) or software bots to achieve end-to-end automation of the onboarding process.
Solution Highlights
End to end automation from the moment a request for new agent onboarding is received
Automatically triggers appropriate communication to agency
Software bot automatically downloads new agent account info, decrypts and assembles agent communication
Solution can be deployed on popular RPA platforms like UI Path or Automation Anywhere, or as a completely custom software bot
Solution Methodology
An expert team of Synergy consultants delivers a customized solution with extensive experience in RPA technology relevant to insurance industry processes.
Key Benefits
Faster onboarding of new agents two or three days instead of weeks
Eliminates manual processes and errors
