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FINDING AN INTUITIVE SELLING TOOL TO WORK SMARTER, NOT HARDER

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Page 1: FINDING - inwithallianz.com · Finding the right technology to help your agents sell more travel insurance can be a daunting process. Many products can actually inhibit productivity

FINDINGAN INTUITIVE SELLING TOOL

TO WORK SMARTER, NOT HARDER

Page 2: FINDING - inwithallianz.com · Finding the right technology to help your agents sell more travel insurance can be a daunting process. Many products can actually inhibit productivity

© 2017 AGA Service Co. Inc. Allianz Global Assistance

Finding the right technology to help your agents sell more travel insurance can be a daunting process. Many products can actually inhibit productivity in the office by being difficult to install and complicated to use. Thankfully, online tools have eliminated most of these problems—giving travel agencies a budget-friendly resource to enhance their capabilities and better serve their customers.

Online applications are quick and easy to set up because they’re

deployed to agencies in a cloud-like environment. Lengthy onboarding and implementation processes are replaced with rapid installation of an application that provides browser-based access. In most cases,

agencies can enjoy same-day activation.

Once an online tool has been installed, agents are able to hit the ground running. Internet applications are known to be intuitive and have a great user experience. Managing and upgrading the software is also easy because it’s handled by the provider—so agents can spend more time with their travelers. Plus, the architecture of most online applications is scalable and easy to upgrade to fit the needs of growing businesses.

PICK THE RIGHT TYPE OF TECH

Page 3: FINDING - inwithallianz.com · Finding the right technology to help your agents sell more travel insurance can be a daunting process. Many products can actually inhibit productivity

© 2017 AGA Service Co. Inc. Allianz Global Assistance

9 KEY FEATURES TO LOOK FOR IN AN ONLINE SELLING TOOL

Documentation management, invoicing, and reportingMaking sure you’re on track to meet sales goals shouldn’t be rocket science.

Features for day-to-day use Quickly generating quotes, inputting customer data, and taking payments are equally as important as strong back-end functionality for reporting and analytics.

Flexible and secure payment methodsYou should be able to collect a payment the same way you do business—online, in-person, or over the phone.

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AN EASIER WAY TO DO BUSINESS

Page 4: FINDING - inwithallianz.com · Finding the right technology to help your agents sell more travel insurance can be a daunting process. Many products can actually inhibit productivity

© 2017 AGA Service Co. Inc. Allianz Global Assistance

Seamless website integration Your website is one of the best assets your agency has, and your online application should work as a natural extension of that experience.

2nd chance offers Give your agents the ability to never miss a sale by sending automated second-chance offers to customers who declined travel insurance.

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A TOOL TO HELP YOU WORK SMARTER

Customization capabilities Put your brand in the best light by providing co-branded materials that make you look even better in the eyes of travelers.

Page 5: FINDING - inwithallianz.com · Finding the right technology to help your agents sell more travel insurance can be a daunting process. Many products can actually inhibit productivity

Allianz Global Assistance

Training materialsYou and your team should have access to all the necessary materials to make it easy to start selling.

Customer supportLook for software services that have the resources to help you quickly if something goes wrong—minimizing downtime at your agency.

Company reputationFinding a tool that has good standing in the market is critical, especially if your travelers will also be engaging with it.

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A GREATER EXPERIENCE FOR AGENTS

© 2017 AGA Service Co. Inc.

Page 6: FINDING - inwithallianz.com · Finding the right technology to help your agents sell more travel insurance can be a daunting process. Many products can actually inhibit productivity

AgentMax is a 5-time Gold Travel Weekly Megellan Award winning application

that has been helping agencies like yours increase their travel insurance sales and revenue for more than a decade. Now, it’s online and upgraded—to give agents greater flexibility, efficiency, and an all-around better selling experience.

Along with all the award-winning features that made AgentMax the top choice of travel agencies, the new online version allows agents to…

• Use QuoteMax to make your website work harder for you with a personalized AgentMax-generated quote box • Speed up payments and scan credit card information with the camera on their phone • Recommend the best products for customers with expert selling tips based on real-trip information

AgentMax was built, and is continually being enhanced, with travel agents in mind—knowing the right selling tool can have a positive impact on your bottom line and customer experience.

For more information, visit AllianzTravelInsurance.com/AgentMax.

THE AgentMax ADVANTAGE

*Terms, conditions, and exclusions apply.Plans may not be available to residents of all states. AGA Service Company is the licensed producer and administrator of these plans. Insurance benefits are underwritten by BCS Insurance Company, Jefferson Insurance Company or Nationwide Mutual Insurance Company and Affiliated Companies, depending on insured’s state of residence and plan type.

© 2017 AGA Service Co. Inc.400001156_072817