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Feature intro: your very own Digital Personal Assistant

By April 21, 2022June 27th, 2022No Comments

With the release of the new and improved version of Surer, one of the key features that many intermediaries we spoke to wanted was a feature that could act like a personal assistant.

Your wish is our command.

This article introduces one of our new features – your very own Digital Personal Assistant

Your very own Digital Personal Assistant

Here’s an overview of what your digital personal assistant does and tracks…

Outstanding Tasks Tracker

Your digital personal assistant will prompt you on key tasks you have to complete – from policy renewal, to when you received a new quote for an insurance proposal, to reminding you of your client’s birthday!

Here’s a full list of tasks that will be tracked:

Relating to proposals:

  • A task to get you to send a proposal you had drafted 7 days or more ago but did not send
  • A task to get you to complete and send a proposal after a Client has filled out information required via the proposal co-creation function you had use
  • A task to check out a new quote that was just received
  • A task to check out a message that was sent to you by another agent from your Referral Circle that is specific to a deal you are working with them onl
  • A task to share quote(s) with your clients once all quotes have been received for a proposal
  • A task to share quote(s) with your clients if it has been more than 7 days since you have received it but yet to share it with your client
  • A task for you to close a deal when a client gives you the go-ahead on a quote you had shared with them

Relating to policies:

  • A task to prompt you to fill out policy details 7 days after a deal is closed
  • A task to renew an expiring policy based on the duration you had set for renewals 
  • A task to get you to collect payment for a concluded policy if you have not indicated that payment has been collected 

Relating to agents in your Referral Circle and your clients in your Client Directory

  • A task to check out a proposal that was referred to you by an agent within your referral circle
  • A task to check out a message that was sent to you by another agent from your Referral Circle that is specific to a deal you are working with them on
  • A task to close a deal when a client has given green light to go ahead with a quote that was shared with them
  • A task to find out more about an agent who added you to their referral circle
  • A task to reconnect with a client you had created in your Client Directory 60 days ago but yet to create a proposal for 
  • A task to wish your client a Happy Birthday on their birthday

Recent Activities Tracker

Intermediaries do crazy amounts of work in a day and sometimes, we forget what we did or did not do for a particular deal or client. With the activity tracker, your digital personal assistant will keep track of all the key activities you have done. 

It’s as good as asking a PA ‘eh, have I submitted the proposal for the client?’ and getting an immediate answer!

Here’s a full list of activities that will be tracked:

Relating to proposals:

  • When you’ve sent a proposal successfully
  • When you’ve sent a proposal form for your client to fill up via our proposal co-creation feature
  • When you’ve shared a quote with a client
  • When you’ve closed a deal
  • When you’ve deleted a proposal

Relating to agents in your Referral Circle, your clients in your Client Directory and your Underwriters

  • When you’ve forwarded a quote request to your insurer via a referral
  • When you’ve informed a referring agent of the quote you had gotten for their referral
  • When you’ve chosen to reject a referral request
  • When you’ve added another agent to your referral circle
  • When you’ve added a new underwriter and/or principal to your profile
  • When you’ve updated your client directory with new client details
  • When you’ve sent your client a form to fill up their particulars

Relating to policies:

  • When you’ve updated and saved policy information on a policy
  • When you’ve renewed a policy

Sales Tracker

We know of many intermediaries who set sales goals for themselves. Your digital personal assistant will track your sales, in terms of GWP you have produced, and give you an instant overview of where you are in a given month, past 6 months or past 12 months.

Making full use of your Digital Personal Assistant

Most of the key outstanding tasks will trigger an email notification sent to your inbox.

If you access the task directly from the email, the outstanding task will then be dismissed.

You can also click into each of these tasks on your dashboard – this will take you to the specific screen where that particular task needs to be completed.

For example, when you are prompted with a task to check out a quote that was received and to share it with your client, clicking on this task takes you straight to the quotation that was received!

Remember to always check all tabs on your Outstanding Tasks tracker. 

Having an empty tracker means you can have peace of mind!

Video demo of how the Digital Personal Assistant works

Here’s a short video demo of how your digital personal assistant works!

Like what you see? 

SIGN UP FOR FREE NOW and get your very own DIGITAL PERSONAL ASSISTANT!

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