Management Blog

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How One Agent Got Organized and Improved Her Efficiency

Debbie Unverzagt, owner of Best Choice Insurance of North Texas, was drowning in paperwork unable to easily identify a customer count, how much money she was making or how much in premiums were coming in. Her system for organizing and keeping track of her customers and their files was no longer working for her agency. Unverzagt was working long hours because she had no time to get to everything during the day thanks to the large amount of paperwork.

In 2012 Unverzagt was searching for a new comparative rater as well as an agency management system. Thanks to ITC she was able to get both from one company. Unverzagt chose TurboRater and InsurancePro over other options because she was able to get all the features she needed to be more organized and run her agency efficiently - including fast, accurate quoting; ACORD forms; and company downloads - at an affordable price.

Because of the reporting available within InsurancePro, Unverzagt has improved her client retention and can quickly determine how many customers she has and how much money she is making. Overall, Unverzagt is better organized and able to provide great customer service to her clients because of the notes and forms she can attach to a client file within InsurancePro. Now thanks to the information she gets from her reports and the time she is saving using TurboRater and InsurancePro, Unverzagt is able to focus on her goals of growing her agency.

"I really wish I had made the change to TurboRater and InsurancePro years ago. They do everything I want and then some. I'm closing more policies with TurboRater, and InsurancePro saves me so much time responding to requests and looking up files."




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