Prevalence Agency Optimization 

Insurance agency business challenges reflect today’s CEO agenda:

• Steady top-line premium growth
• Adapting the agency to changing market conditions
• Growth and retention of “best” policyholders
• Implementing innovative approaches to increasing sales
• Availability and support of talented agents and managers

Typically agency performance is measured from an agent perspective; policies sold, premium revenue, renewals, etc. Allant’s approach builds measures from a customer level up so that agent performance can be analyzed within the context of market factors.

A wide range of data at the customer, agent and market levels can be used to perform various analyses. These data “layers” are the building blocks to manufacturing descriptive and predictive insights. Management can now perform enterprise growth planning, sales forecasting and performance measurement built from customer, agent and market level information and growth opportunities can be examined, in depth, market by market.

Key deliverables provided by Allant include:

• Enterprise Potential Reports
• Market Impact Reports
• Recommended New Territories
• New Agent Performance Forecasting
• Agent Scorecard Analysis

Allant’s Agency Optimization solution provides a wide range of benefits that ultimately can be quantified in the areas of increased agent productivity, improved market efficiency and increased customer value. Return on investment is significant and results in almost immediate payback while providing long term value and competitive advantage.