Build Your Insurance Brokerage’s Brand

As competition continues to increase in the already hypercompetitive insurance market, making your brand standout has never been more important. From a consistent look and feel across your marketing materials to a meaningful set of brand values and messages, creating a memorable and impactful brand experience at every customer touchpoint is essential. But with all your competitors fighting for the same customers, how do you give your brokerage a leg up and stand out in the marketplace?

The answer is simple in theory yet not in practice. Just be more creative. Find unique and different customer touchpoints that other agents take for granted and interactions that other agents ignore. Redefine those touchpoints and not only make them meaningful but own them. Make them your brokerage’s “thing” and stand out from your competitors. You might even go as far as creating new customer touchpoints that have never existed before.

For example, there is an important, often overlooked, point of interaction that exists between the brokerage and the customer. This touchpoint is the transmission and distribution of Certificates of Insurance. Now most brokers won’t ever see the branding opportunity that exists within the COI transmission process. In fact, many see the process as a manual, time consuming resource blackhole. They commit significant staff resources to manually and, very inefficiently, manage, and transmit COIs one at a time to different clients in different locations across North America.

What if there was a way to not only improve this COI distribution process through automation, but more importantly, turn it into a competitive advantage that would build your brokerage brand? The good news is there is. Certificate Exchange, one of the leading experts in the management and transmission of Certificates of Insurance, creates branded COI portals for each of its customers. These portals leverage Certificate Exchange’s proprietary and patented technology for safely and securely transmitting Certificates of Insurance and do so in a unique branded environment for your brokerage. These portals are designed specifically to empower your customers to manage and distribute COIs themselves. What could be better? Empowering your customers to be self-sufficient, all in the context of your brokerage’s brand, while freeing up your employees’ time to focus on ways to grow the business.

Over the past 25 years, Certificate Exchange has been revolutionizing the process of managing and transmitting Certificates of Insurance. We have created the industry’s only patented COI transmission process and automated the process of sending multiple COIs to multiple destinations simultaneously. Certificate Exchange has turned the COI distribution process into a brand building opportunity and continues to expand its leadership position in the Insurance Brokerage market.

To learn more about how Certificate Exchange can help you build your brokerage’s brand and better service your customers, contact our team today at 855.650.CERT (2378).