insurance

Birst Applications for Insurance

Identify opportunities and drive agency growth.

Birst Applications drive revenue for insurance firms by proactively identifying new opportunities for each agent and recommending specific actions they can take to grow their business. Our applications provide a holistic view of each customer relationship, transforming every service interaction into a new sales opportunity. In addition, by providing managers and executives with insight into the performance of each region, agency and agent, Birst empowers insurance firms to better manage the field and to focus corporate resources where they will deliver the greatest return.

With Birst, insurance companies can:
  • Write more policies
  • Increase premiums
  • Drive Investment Product sales
  • Maximize cross-sell opportunities
  • Improve customer retention
  • Drive agency growth
  • Align resources with opportunities

Insight for Everyone

Birst Applications for Insurance provide unprecedented business insight to all levels of the organization, enabling everyone to deliver better results by aligning activity around the company's greatest opportunities.

  • Agents: Based on the successes of similar-sized agencies with comparable customers and product mix, Birst identifies customer segments and products that provide the greatest growth potential for each agent and recommends specific actions to realize that growth.
  • Regional Directors: Birst enables each regional director to quickly assess the relative performance of each manager, agency, agent and associate within their region. Our applications also help them drive revenue by identifying the greatest opportunities for each agency and capitalizing on business trends across their region.
  • Executives: Birst gives executives unmatched visibility to everyday agency operations, effectively bringing the field into the home office. Executives can quickly see trends and align corporate marketing and resources behind their agencies' greatest opportunities - or track the sales impact of discounts or pricing changes. In addition, managers can immediately track how new products or services are selling — and which types of agencies are most successful at selling them.
  • Field Support Professionals: Home office and support personnel use Birst to focus their efforts on agencies and products where they can drive the greatest growth. Birst's powerful ad hoc interface allows them to quickly build custom reports to answer specific questions and support executive decision-making.

Read more in the Insurance Industry Datasheet.


Insurance overview report

Birst provides the insight you need to drive growth.
Next Steps

To learn more about how Birst can help your business, you can:

Securian
We now have the ability to analyze our business at multiple levels...