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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.

News, Videos

AGENCYMATE CELEBRATES MATESHIP!

AGENCYMATE CELEBRATES MATESHIP! Engage in collaboration and recognize your team members' successes in collective celebration; we know you can become a successful leader and create strong, long-term outcomes within an empowered Insurance Agency team! At AGENCYMATE,...

The Insurance Renaissance - Digital Transformation’s Impact on America’s Oldest Industries
Blogs

The Insurance Renaissance – Digital Transformation’s Impact on America’s Oldest Industries

The insurance industry is on the brink of a technological revolution. While other industries have marched steadily towards digital transformation for many years, insurance technology has remained the same for the past 20 years. The coronavirus pandemic changed all of this - accelerating technological adoption and innovation across all lines of insurance from carrier to brokers to consumers. In this next phase of digital transformation, the insurance industry will adopt emerging technologies like AI, machine learning, and SaaS to overhaul the customer experience, reduce operational costs, optimize organizational efficiencies and pave the way for Insurance’s great renaissance.