Bringing you closer to your clients than ever before
The Client Experience Platform for Independent Insurance Agents Houston, we have a problem...our clients are confused! Where do they go when they need to?
Pay a bill Start a claim Find their policy docs Make a policy change General Communication Buy more insurance Why is this happening? A distinct gap in app utilization for clients of IA's compared to internet & captive channels
What's the solution? the Client Experience Platform A core system used by independent agents to maximize scalability
Simplify the Process • Front end sales • Post bind service • Cross-sell engine
How does it work? Agency + Carrier = Connected The GloveBox technology aggregates all carrier systems into one agency branded platform • • • • • •
Direct Connection with carriers Access to actual ID cards and policy documents Direct carrier bill pay Direct carrier claims reporting Easy client login and navigation Automated client rollout with 5x the client adoption
GloveBox HQ - The Official Agency Dashboard Internal access to the Client Experience Platform • • • • •
Manage client/user lists, locations, and agent apps Manage client invites & unsubscribes Track valuable data Setup GloveBox for client Direct access inside each users account
Offers Your Clients Self-Service.
Like Never Before.
AGENCY PRICING To determine your monthly rate, about how many clients do you have?
Starter
Growth
Performance
1 - 500 clients
501 – 2,000 clients
2,001 – 5,000 clients
$150
$300
$450
per month
per month
per month
$99 onboarding
$299 onboarding
$299 onboarding
10% OFF WITH ANNUAL TERMS
10% OFF WITH ANNUAL TERMS
10% OFF WITH ANNUAL TERMS
Savings of $180
Savings of $360
Savings of $540
+ $39/MONTH PER AGENT OR LOCATION 60 DAY NOTICE OF CANCELLATION
Discount pricing available with IAN Association. 20% discount for the first 3 months on whatever platform you choose.
Bringing you closer to your clients than ever before Learn More
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