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Videos

AGENCYMATE 10-MINUTE PLATFORM DEMO

Insurance Agencies no longer need a separate CRM, AMS, Email Marketing, and esignature software applications to manage leads and nurture prospects. AGENCYMATE's all-in-one platform delivers fast and accurate lead-to-quote-to-sale insurance policy service excellence.

Videos

The Sales Agent Experience!

Successful Customer Experience (CX) directly reflects the Agencies personnel’s efficiency and productivity. With AGENCYMATE’s all-in-one cloud AMS platform, Insurance Sales Agents are empowered to influence customer decisions and win sales! Check out our latest employee experience video explainer today!

5 Ways to Add Value to Every Customer Interaction
Blogs

5 Ways to Add Value to Every Customer Interaction

Customers want to know they are heard and protected by the companies they choose to do business with. By providing a more personalized response to customer interactions, such as real-time communications and rapid response times, your personal agency approach will stand out from the crowd.

Videos

Fireside Chat – The Independent Agency Experience

In this Fireside Chat is an informal Q&A chat with real Insurance Agents talking about their move to the next generation AMS cloud-based solution called AGENCYMATE. Nothing like client testimonials to help us provide the real facts of how AGENCYMATE can help you succeed!

3 Winning Strategies to Build a Positive Employee Experience
Blogs

3 Winning Strategies to Build a Positive Employee Experience

They say not to put the cart before the horse, yet many organizations end up doing so by neglecting the employee experience (EX) when moving forward with their digital transformation initiatives. COVID-19 further exacerbated the importance of ensuring employees are engaged at work, especially in virtual environments.

Positioning for a New Market and Audience
News

Gartner Client Success Story on CoTé’s Launch of AGENCYMATE in the U.S

Gartner announces AGENCYMATE’s successful launch into the U.S!

AGENCYMATE was powered by CoTé Software & Solutions, an Australian technology company that provides enterprise experience management (EXM) SaaS cloud solutions, that was looking to expand into the U.S. market. With Gartner’s guidance, CoTé accomplished AGENCYMATE’s all-in-one cloud AMS platform, enabling agencies or brokers to deliver leads to sales to service across the entire customer journey.