Analytics for Insurance Agents

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Agentero provides your team with data-driven sales opportunities to make it easy for everyone to execute on hidden insights and sell more policies.

  • Utilizes third party data to surface policy recommendations.
  • Analyzes clients’ profiles to identify under-insureds.
  • Prioritizes renewals to streamline sales.

Benefits for your agency

Grow your insurance agency

Uncover cross-selling opportunities with Analytics to maximize the value of your book and fill your pipeline.

Increase revenue per client

Focus on the clients with the highest likelihood to purchase more insurance. Automatically inspect your clients’ profiles and optimize their policies.

 

 

 

 

 

 

 

Improve your sales efficiency

See the best opportunities at the right time, so your team prioritizes important clients and focus on selling more policies.

 

 

 

 

 

 

 

Understand your clients

Provide each client with specific recommendations based on their unique situation.

What clients say

“Agentero offers products that help any modern-day agent continue growth into our very challenging future as technology continues to move forward at a fast pace.” (Eric Plourde, SEEC Financial LLC).

Ready to love your Analytics?

Sign up for our demo and get your free trial Call (415) 604-2324 or go to agentero.com/analytics