Insurance can be a complex field, but agents can simplify it. Through a comprehensive examination of the service ecosystems encompassing agents, assistants, prospects, and clients, we identified several opportunities to streamline processes and generate new value for all stakeholders involved.

state auto

Insurance is complicated, but agents can make it easier. By examining the service ecosystems of agents, assistants, prospects and clients we identified several opportunities to reduce friction in processes and create new value for all actors involved. 


A dynamic leaderboard provides visibility into individual, group, and team performance, incentivizing agents to improve their rankings. Additionally, Challenges offer agents the opportunity to compete against each other in micro-tasks, with the chance to win predefined rewards.

A dynamic leaderboard gives visibility to individual, group and team performance—incentivizing agents to elevate their rank. While Challenges offer agents the ability to compete against each other in micro-tasks, to win a pre-defined reward.


By harnessing the confluence of data, real-time pricing, and modeling, agents gain the capability to tailor offers that closely align with their clients' requirements. Agents can also set triggers that notify them of upcoming weather events, while location-based information assists in matching clients with demand-based insurance policies. 

With the confluence of data, real-time pricing and modeling gives agents the ability to shape offers that map closely to their clients' needs. Agents can define triggers that alert them about impending weather events and location-based information assist in matching clients with demand-based policies.


Agents can leverage popular APIs and services to connect with data and models that influence outcomes for their clients. The platform facilitates the incorporation of social signals, which evolve to transform the way agents interact with prospects, enhancing their engagement strategies. 

Leveraging popular APIs and services agents can connect with data and models that shape outcomes for their clients. Social signals are channeled through the platform and evolve to help transform the way agents engage with prospects.


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