Enhancing Customer Service How Prefilled ACORD Forms Improve Client Interactions by pexels-vanessa-garcia-6325897

There is no getting around it: reliable customer service is key if you want your agency to succeed in 2023 and beyond. This also means that most of your efforts must go toward encouraging positive customer interactions. There are still far too many horror stories of fly-by-night agencies that sell dodgy policies. Then, when their customers need to contact them, they disappear into thin air.

Providing top-notch customer service is the most important way to build trust and credibility. It will also set your brand apart from those who bring the insurance industry’s reputation down.

At Jenesis, we know how crucial it is for agencies to establish their reputation. Considering the convoluted insurance market, your brand must stand on its own. This is why we’ve made it easy for your agency to interact with clients without overwhelming or putting them off.

We’ve added a prefilled ACORD form feature to our JenesisNow system to help you streamline customer interactions and build your service offering.

In this article, we’ll discuss the benefits of prefilled ACORD forms and how this feature can help your agency.

What Are ACORD Forms?

ACORD stands for Association for Cooperative Operations Research and Development. They are industry-standard forms used by agencies to collect and exchange information. ACORD forms cover many insurance activities, including policy applications and claims processing.

As the owner of an insurance agency, you know how vital it is for these forms to be completed correctly. When completed properly, they will help create a seamless communication channel with clients, underwriters, and regulatory bodies.

The Challenge of Manual Form Completion

Historically, insurance agents filled out ACORD forms manually. Doing this takes a lot of time and often results in encoding errors. When ACORD forms are incomplete or incorrect, it leads to delays in customer service and heightened frustrations. Moreover, it takes the focus away from value-added services and slows down various business operations.

Prefilled ACORD Forms Provide a Solution

Prefilled ACORD forms provide a solution to the challenges of manual form filling. Jenesis offers full ACORD functionality integrated with our JenesisNow agency management system. The forms come with a preloaded database containing agency information, clients, and policies. Here is how they can significantly enhance customer service:

Saves Time

Having access to prefilled ACORD forms will save your agents considerable time. Instead of filling out and double-checking these forms, agents can easily access them and review and verify the data. This already cuts down busy work and reduces the risk of human error leading to losses.

Improves Accuracy

Manual form completion nearly always leads to errors. With prefilled forms, you reduce the chances of inaccurate or missing information. This will help your agents gain reliable data, which will go over better when contacting clients and underwriters. Correct data is critical for policy issuance and to ensure that claims are paid without delays. Prefilled forms also help your agents avoid the hassle of correcting customer information.

Better Client Interactions

Your customers want fast and reliable service from your agency. When your agents have the correct data available, it allows them to respond to inquiries faster. It also helps them to process requests promptly. Overall, having prefilled ACORD forms on hand will enhance client satisfaction and increase trust in your agency’s abilities.

Furthermore, this feature allows agents to create an editable certificate of insurance for clients. They can print these certificates or email them directly to clients. For added convenience, the JenesisNow system keeps a record of each COI created.

Compliance and Regulatory Benefits

As you know, insurance is one of the most regulated industries in the world. This is for the benefit of both the agency and the customer. As such, compliance with industry standards is non-negotiable. ACORD forms help ensure that all insurance agencies adhere to the relevant regulations. It also reduces the risk of compliance issues and subsequent penalties.

How to Access Prefilled ACORD Forms with Jenesis

The JenesisNow insurance agency management system can help you get started with prefilled ACORD forms. This system offers an extensive ACORD library, including blank and prefilled forms. Once you have the system in place, your agents can access the ACORD forms through the user dashboard. This will enable them to retrieve the forms quickly when they need them.

The Bottom Line

ACORD forms are compatible with management systems. They are easy to use and have clear instructions. Using them in your agency will enhance your brand’s image and will show your customers you are committed to excellence.

Prefilled ACORD forms are one of the best tools to use to improve your customer service offering. They will save you time, reduce mistakes, open communication lines, and ensure your agency complies with regulatory standards.

By embracing the JenesisNow system and the technology it offers, you can build stronger relationships with your customers. In an industry where every interaction matters, prefilled ACORD forms will allow you to get ahead of the competition. Contact us today for more information, or click here to request a demo.