Powering the Digital Agency
Software for Insurance Agents Talage technology powers the digital distribution of commercial insurance, helping agents and carriers grow and manage their business better.
Putting Small Business Back in Your Wheelhouse Wheelhouse unlocks digital technology enabling agents to write small business policies automatically. Integrations tie directly into underwriting platforms giving you direct access to carriers and empowering you to quote and bind digitally and instantly, proactively provide quotes for renewals, and improve overall efficiency, creating a better client experience. PERSONALIZED EXPERIENCE - A turn-key solution requiring zero technical knowledge by agents. The unique application link is designed to look and feel like the agent’s brand - from the logo and colors to the messaging, agents have the ability to customize this page to fit their brand. ROBUST REPORTING - An intuitive agent portal gives agents access to and ownership of all the client data within the system. Agents can see the full sales funnel including completed or unfinished applications and demographic data, track revenue, and calculate their ROI more accurately. MULTIPOINT AUTOMATION - Technology that eliminates duplicate work and increases efficiencies. From top-rated carrier integrations to emails for quote requests and incomplete applications, their automation streamlines the insurance sales process and makes small business insurance profitable. Wheelhouse empowers property and casualty (P&C) agents to sell and service small business coverages via any channel and do it more efficiently and automates manual processes for increased productivity.
Features that support the way you do business. Become a Digital Agent or Agency Take the traditional process of selling commercial insurance and flip it on its head. With their insurance software, you can sell through any digital distribution channel and write small business policies automatically and profitably.
Zero Effort Small businesses can get bindable quotes 24/7 with no agent support. With our software, insurance agents are notified immediately of any requests for quotes, giving you full control and creating a more effective way to grow and manage your business.
Great Client Experience Wheelhouse provides your clients with one simple application and bindable quotes from top-rated insurance carriers in less than 10 minutes. Our insurance software works with you letting business owners be self-sufficient until they are ready to speak with you.
100% Commission You own the book of business and deserve to keep all of your commission income on direct appointments. Plus, their application link is built on your licenses and appointments - it’s your book of business, your commissions, your clients.
Marketing Made Easy Using the agent portal, you can easily create landing pages for specific campaigns designed to target any industry, region, partnership, demographic, and more. Their software is more than just Insurance quoting software. It’s a growth hacking hub.
Agents use Wheelhouse because: Saves Time, Money, & Effort Frictionless User Experience Custom Branding Marketing is Made Easy
How Wheelhouse Works UNLOCKING DIGITAL DISTRIBUTION Wheelhouse is the InsurTech product that solves the time-consuming process of selling and servicing small business policies by unlocking digital distribution for both agents and carriers. Partnerships with top-rated carriers provide agents with direct access to bindable quotes, reducing the process from days to minutes.
SAVE TIME, MONEY, AND EFFORT
The Next Generation of Comparative Rater Unlike other products on the market, Wheelhouse integrates directly with our carrier partners’ underwriting platforms providing bindable insurance quotes (not rates) in minutes. It helps agents manage requests and grow their business.
Easy Set-up Our turn-key solution transforms any agent into a digital agency with zero technical knowledge required. Our team of engineers creates a custom URL for the agent or agency. It can be used in all their digital touchpoints.
100% Commission and Book Belongs to the Agent We don’t collect a commission or take any of the leads. We believe that agents should keep their commissions. We charge a small set-up fee and a monthly licensing fee. That’s it. No strings attached. Seriously.
FRICTIONLESS USER EXPERIENCE
Simple Application, Instant Quotes Wheelhouse makes writing small business policies profitable through our simple application (mapped directly to carriers) and providing bindable quotes in minutes, all in a self-serve platform business owners will love.
Available 24/7 When instant is the expectation, Wheelhouse is the solution. Partnering with Talage to power your digital distribution means giving business owners access to the bindable insurance quotes they need at a time they want.
CUSTOM BRANDING
Fits With The Agent’s Process Regardless of how long an agent has been in business, they have a process that works for them. Wheelhouse is designed to amplify the agent and their ability to reach more businesses, helping them to grow and manage their business more efficiently.
Client Confidence Wheelhouse has the flexibility to serve as a branded and targeted landing page to provide bindable quotes or to function as a website. Our tool gives clients the confidence and ease to do business with agents digitally.
MARKETING MADE EASY
Use the Link on Any Digital Platform Wheelhouse amplifies an agent’s reach to land more business effectively and efficiently. The custom link can be used anywhere an agent has a digital presence - on a website, on social media, in email campaigns, or in ads.
Create Targeted Marketing Campaigns Using the agent portal, agents have the ability to create specific landing pages (in a matter of minutes) for any targeted campaign they want to run. Market to any industry, geography, demographic, or highlight partnerships.
Agent Playbook Agents are busy and learning a new tool can be a daunting task. That’s why we created our agent playbook. To make marketing easier for agents, we show them how to use the Wheelhouse tool, as well as provides ideas for campaigns.
THE CHALLENGE How to Make Small Business Property & Casualty Insurance Policies Profitable? It's no secret that selling and servicing small business property and casualty policies is timeconsuming and unprofitable. Agencies know the road is difficult and want a better way of reaching an often overlooked and under-serviced demographic. By using Wheelhouse to sell and service policies and marketing their products via digital channels Agents are able to grow their business in the first year and some agencies have seen as much as a 3x premium growth overall. Many agencies are small – with only two or three agents running the business. In addition, managing their business they have a growing need to sell and service small business policies including worker’s comp,general liability, and business owner’s policies orbusiness property and liability. Their challenge,of course, is how to sell and service them in a way that is profitable. All Agents are familiar with traditional processes for quoting policies. They know that gathering information from the prospective client and sending emails to multiple carriers orlogging into multiple carrier portals to input the information is an exercise in redundancy. Once they receive the information back from the carriers they still need to gather the information, prepare a proposal, and present it to the client. This process couldtake hours, days, or even weeks. A lot of time is being wasted waiting. In a time when the expectation is now, waiting for quotes can mean the difference between landing a client or the client turning to a competitor. This is not an efficient way of doing business.And it’s doing a disservice to small businesseswho need insurance. When your goal is to writeas much premium as possible, traditional processes won’t work. Agencies seeking a better digital solution have turned to Talage and their insurtech solution - Wheelhouse.
THE SOLUTION Wheelhouse Solves the Time-Consuming Process of Selling andServicing Small Business Policies Agencies needed a better solution for quoting small business property and casualty insurance policies. Currently, the process is timeconsuming and the cost outweighs the benefits. By not just streamlining the process, but improving it, Wheelhouse makes selling and serving small business property & casualty insurance policies profitable. Wheelhouse reduces the agency’s work- load, increases efficiency, and allows the agency to better manage its book better.
QUOTE
SELL DIGITALLY
Obtain quotes digitally from multiple carriers (either throughthe agent portal or via the self-serve platform).
Sell policies on any digital channel (website, social media, email, etc.),drive leads via digital advertising, and be proactive with renewals.
MARKET
REFERRALS
Create targeted campaigns for any demographic, location, partnership, event, etc.
Use Wheelhouse to power referrals from associations, accountants, and payroll specialists.
THE RESULTS What Agencies have seen with Wheelhouse
90%
3x
579%
CONCLUSION Using Wheelhouse technology to quote policies and market your products across all the digital channels - email, social, website, advertising is the key to success. Imagine what your agency could do simply by adding Wheelhouse as your go-to quoting tool?
IDUSTRY PARTNERS
Discount Pricing available with IAN Association. $75.00 per month 3Users POWERING THE DIGITAL AGENCY Request a Demo
Contact Information MANAGEMENT TEAM Mike Haller Chief Administration Officer – CAO
Office: (425) 448-9190
mhaller@insuranceagencynetwork.com
Fax: (425) 868-2411
Cell: (425) 681-0996
AIDCO Hall of Fame Member
Eric Granberg Chief Operating Officer – COO egranberg@insuranceagencynetwork.com
Craig Phair Sr Vice President – Associate Development craig@insuranceagencynetwork.com
Laurie Schuster Director of Operations and Finance lschuster@insuranceagencynetwork.com
Office: (425) 448-9190 Cell: (206) 300-5714 Fax: (425) 868-2411
Office: (425) 448-9190 Cell: (541) 891-9551 Fax: (425) 868-2411
Office: (425) 448-9190 Cell: (425) 836-6372 Fax: (425) 868-2411
SALES TEAM Ted Wease Eastern Region Sales Manager
Office: (425) 448-9190 Cell: (503) 998-9411
twease@insuranceagencynetwork.com
Fax: (425) 868-2411
Kim Simonian Western Region Sales Manager
Office: (425) 448-9190
ksimonian@insuranceagencynetwork.com
Fax: (425) 868-2411
Cell: (559) 696-8386
P O Box 2393 Redmond, WA 98073 www.insuranceagencynetwork.com