Scale your service with a smart system

You’ve already done an amazing job developing trusted relationships with your clients. But does it seem like you’re bogged down in service tasks and don’t have enough time to prospect and do the things that actually make you money?

Client Suite is your golden ticket. It includes everything in Prospect Suite, PLUS an expanded set of strategies and tools to continue providing white glove service long after they convert. With even more automation and customizable emails, you’ll be freed up to spend your time and energy supporting your clients and showing them why you’re the best agent they’ve ever had.

Tools and Strategies for Every Stage

Welcoming New Clients
CLOSE AND ONBOARD
Welcoming New Clients
Reinforce that they made the right decision, educate them, and lay the foundation for a long-term relationship.

Amevian can automatically:

  • Send a customizable email to welcome them to your agency and deliver documents.
  • Send a thank you note with customized messaging for new clients, returning clients, and new homeowners.
  • Send reminders to schedule a kickoff call, create summary and welcome videos, and add the client as a Facebook friend for future communication and prospecting.
  • Create customizable emails and texts to share insurance knowledge, offer value-added services, and enhance their experience.
  • Create workable lists, and trigger follow-up communication on the client’s policy renewal date, anniversary of joining your agency, when the client posts something on Facebook that could be an opportunity for you, and when commission payments are due to producers.
Tracking
CLOSE AND ONBOARD
Tracking
Implement tracking so you can automatically follow up when needed.

Amevian can automatically:

  • Track and follow up with clients who are missing documents, canceling their prior policy, or taking advantage of the FIGFCU discount (CA and AZ only).
  • Track every contact in the sales pipeline: Interested, Connected, Prepared Quote, Delivered Quote, Closed, Fulfilled, and Cross-Sold.
Quality Control
CLOSE AND ONBOARD
Quality Control
Ensure the client journey is seamless for everyone who comes through your door.

Amevian can automatically:

  • Create workable lists and/or reminders to verify billing factors, birth dates, citation / accident dates, addresses, agent codes, and E & O exposures.
Upselling, Cross-Selling, and Value-Added Programs
SERVICE
Upselling, Cross-Selling, and Value-Added Programs
Build deeper relationships, and add even more value to each household.

Amevian can automatically:

  • Monitor in real time monoline home and auto households for cross-sell opportunities.
  • Nurture the relationship with customizable email and phone campaigns that upsell coverage, identify missing coverage, and add a level of E & O protection.
  • Generate workable lists in real time to contact new clients for x-dates on policies that weren’t purchased yet.
  • Promote the Carfax Program and Rental Car Program.
  • Set up DMV appointments for clients.
Claim Tracking
SERVICE
Claim Tracking
Make the claims process a positive experience.

Amevian can automatically:

  • Track the claims process to make sure it’s completed appropriately.
  • Upon completion, send the client a survey to gather their feedback.
  • Automate glass referrals to your preferred glass vendor.
Administration, Education, and Marketing
SERVICE
Administration, Education, and Marketing
Use a library of customizable emails to quickly respond to requests and promote special programs.

Amevian can automatically send personalized emails about:

  • ID card requests
  • Requests for quotes
  • Autopay/EFT setup
  • Car buying tips and tricks
  • Carfax Program
  • FIGFCU Affinity Discount (CA and AZ only)
  • Mature Driving Discount
  • YES Discount
  • Farmers Rewards Visa
  • Rental Car Program
  • Do-Not-Call Registry
  • Insurance Agency Referral Program
  • Customer Satisfaction Survey
  • And many more
Office Management
SERVICE
Office Management
Automate everyday tasks so you can spend time on more profitable, meaningful work.

Amevian can automatically:

  • Track and assign all calls.
  • Schedule callbacks and appointments.
  • Create a home inspection workflow that allows you to prioritize quotes based on urgency.
  • Announce sales to your staff to boost morale and motivation.
  • Manage office supply inventory.
Renewal Processing
RETAIN
Renewal Processing
Increase retention, and make renewal processing faster and easier.

Amevian can automatically:

  • Receive a workable list and alert for clients who are up for renewal.
  • Provide a history of cross-sell notes to avoid bombarding clients with the same offer.
  • Send reminders to add new tickets and accidents, check in on client issues, add renewal notes to the client’s history, and follow up if needed.
  • Leverage multiple forms of contact to get in touch with clients and schedule a Farmers Friendly Review.
Notice of Cancellation Processing
RETAIN
Notice of Cancellation Processing
Stay ahead of cancellations to increase retention.

Amevian can automatically:

  • Send a reminder to call the client 2 days before the due date if the premium hasn’t been paid.
  • Email or text the client with next steps that are tailored to your conversation with them.
  • Send a reminder to follow up and determine whether the bill was paid.
  • Automatically move clients who cancel into a winback campaign.
Winback and Reinstatement
WIN BACK
Winback and Reinstatement
Persuade clients to return to your agency.

Amevian can automatically:

  • Nurture previous client relationships with a customizable email and phone campaign.
  • Send an Unhappy Anniversary (one year after cancellation date) email and greeting card and/or a testimony email.
  • Make the cancellation date the new x-date, and place the client on a “hot” workable list every time the x-date comes around.
Starting at $497* per month + $997 one-time set-up fee

*For up to 3 users. Contact us for pricing for larger teams.