The list below briefly describes the various services provided to AgenciesOnline clients. Each is automatically included in the monthly fee paid by "AO agencies", although the sizes and amounts of the services can be adjusted depending on the size of the agency and its needs.
Website - Designed and Built Especially for You
You will receive a custom built website, highlighting both your brand, products you sell and your value proposition. We work with you to promote those things unique to your agency, including specialties, community involvement, and service. We can use the content on your existing site or create content for you. Unlike a local firm you might hire, we know insurance so you don't need to educate us. We work with you to understand your agency and what you want your site to say - and we do the rest!
Mobile Ready - responsive website
The lines are rapidly blurring on how people access information from your agency. Will it be from a desktop computer with a wide screen, traditional screen, tablet, e reader or smartphone? We build your website so that regardless of the device your website will display correctly without the need to scroll left to right. This means you do not need to have different applications for a mobile app and a website. This minimizes the maintenance costs and keeps everything in complete parity.
Website Hosting, Content Changes and Automatic Updates
We host your website, should you desire, utilizing cloud hosting, the latest in secure technology, guaranteeing your site will never go down.
In addition, we add content to our members' websites, so as to keep your site fresh while maximizing search engine optimization. For example, the new videos we continually produce will be automatically added to the "player box" within your website.
Any changes your desire just let us know. There is no additional cost for changes and updates you want made.
Search Engine Optimization
We use the latest Search Engine Optimization tools to ensure you have the highest "hit" ratio. By adding content, links, and videos to your site, your agency will organically browse high in searches. Due to the fact that Search engine optimization is constantly changing and evolving, we follow the latest trends and are constantly updating our processes and protocols on our members' sites to ensure they gain the most visibility in the search engines.
Urgent - Emergency Notifications and Proactive Client Communications
What happens when there is a service interruption at your office, power, phones, or Internet? It may be an isolated situation - or it may be due to a natural disaster. With our Emergency Notifications and proactive client communications service we help you communicate with your clients. We post a banner on your website to alert your clients with tailored information - for example alternative phone numbers to reach you or highlighting the availability of the claims section on your website. In addition during natural disasters we prepare proactive email blasts about the situation and preparedness tips. You let us know of any changes and we send them to your client list. During these times we are there to help you help your clients and demonstrate how your agency is there as an advocate for your clients.
Facebook, LinkedIn - are you taking advantage of the social media craze? We work with our members to add social networking to their websites and then create posts and post them to your site in order to significantly increase web traffic.
We have lots of forms! We put at your disposal our entire library of quote and service forms. However, should we not have a form you need, we will custom build it for you. These are not just any forms; they are fillable "smart" forms. For example, our quote forms allow your visitor to enter their information securely, which then is integrated in your agency management system as a download. Our forms are designed as a single entry point. If a prospect wants multiple lines of business quoted, they do not need to go to multiple forms - eliminating all redundant entry of information. Also, if you have links to instant raters like PL Rater or EZ Links we will add those to your website as well.
Engage your website visitors with entertaining and instructional videos! Each of our members' websites has access to over 100 insurance specific videos. Enhance your servicing by sending a link to one of these videos to a client who has a specific insurance need. New videos are regularly added to our library and then to each of our member's website.
Here is an additional way you can communicate to your prospects and clients. This instant messaging system, accessible from any page on your website, allows a visitor to quickly communicate when they are in that "instance of interest" and want to be in touch with someone immediately. After hours, the live chat goes to an email submission form. This powerful tool can also be used internally between associates in the agency.
Debit/Credit Card Premium Payments for Your Clients
No need for the agency to set up a merchant ID. Your client arranges to pay their premium and a small convenience fee via a debit or credit card.
As part of membership, and should you need this service, we offer email hosting of up to 30 email addresses. Additional addresses and virtual Exchange server services can be added for an additional fee.
With pressure on the agency both to sell and to service, this tool allows you to communicate with your prospects and clients via the web. Whether clients are next door, across town, or out of state, here is a timely and cost effective way to review proposals, applications, and claims. This valuable tool can also be used by the agency itself to easily communicate with remote associates or satellite offices.
Sales Leader Program
Our database contains over 15 million businesses and 200 million individuals. Search by many criteria to truly target market. Your membership includes 6,000 leads each year. You can even preview the leads first without having them count against your 6,000 total. Once you choose the leads that meet your criteria, simply download them into your agency management system. Expand on your existing markets, or enter new markets with this powerful tool. We help our members integrate these leads with comprehensive marketing campaigns (see below).
In today's competitive world you need to go deeper than "Marketing 101". We have proven marketing programs and strategies to help our members both acquire new business and round out existing accounts. If you need a program for one of your special niche markets, we will work with you to build a customized program. Unlimited access to our existing campaigns and we will build custom campaigns for any market segment you desire.
Our marketing campaigns consist of website, electronic and snail mail blasts, fliers, brochures, social media posts and agency communications (correspondence) all customized to emphasize the campaign with calls to actions
Email Marketing Distribution
As part of your membership, you will have access to email templates to send out marketing messages through this media. Have a special market niche - we will custom design a campaign for you. You can generate reports to track that opened your email and who subscribed/unsubscribed.
Print on Demand
Whether it is a campaign we have designed, or something you have created in house, we can help you with our Print On Demand Service. Either generate your own, or use our Sales Leader Program to generate a list. All you do is pay for the printing and postage at the discounted rates we have negotiated through our partner.
We offer quarterly email news magazines - one for Personal Lines and one for Commercial Lines –that can be sent to your clients and prospects. These are more than just static emailed newsletters because they include a video. Through our reporting engine, you can easily view statistics including the open rates. We help you every step of the way in the creation of your list - including campaigns to acquire email addresses from your existing clients - distribution and tracking results.
Rough Notes Producer Online
This powerful library of product education and risk surveys is available as an agency resource as part of membership.
Everyone in your agency will want access to this powerful reference library. Designed as a knowledge-based system, this resource guide can be used by your staff to review and retrieve marketing campaigns, letters, forms, useful links, training pieces, and Power Point Presentations. This is the hub of the AO system.
Ongoing Public Relations
To keep your agency fresh both in cyberspace and with the local press, we work with you to create the press releases that will bring your insurance message to your community - from seminars, to latest additions to your website, to helpful info, and product offerings.
As a member, you will be assigned a Marketing Specialist who will work with you on a monthly basis regarding both your agency and the progress of your marketing plans. Whether you need changes to your site, want to design a new marketing campaign, or generate a report, your Specialist is available to assist you.
Online Compliance Tracking
Available for all your licensed employees, this tool allows you to track your continuing education credits. It sends you alerts, as well as providing you with an electronic way to renew your licenses.
Management System Consulting
We work with you to enhance the marketing capabilities of your agency management system. We also help you to both integrate and track your pre-sale activities in your system.
Ongoing Training and Support
In addition to all the tools and resources we provide, we also make available unlimited access to the training aids needed for your agency personnel to learn how to utilize the technologies we offer as well as incorporate the marketing into your sales activities.
More about us
Every Monday each member of your agency can receive our "Monday Morning" interactive newsletter, filled with important news and happenings in the insurance industry as well as tech and marketing tips.