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Improve Efficiency, Save Time

In this article, we explain how to automate the cyber insurance quote process to save valuable time, by eliminating cyber applications. Most agencies today are sitting on mountains of client data. However, few agencies leverage this data to their competitive advantage. Don’t fall behind… simply follow these steps to automate your entire book of cyber insurance business with Evolve.

First, pull a list of business names, revenues, policy dates, and account contact info. Next, compile this data in a CSV file, and send it to [email protected]! It’s that simple. 

We will automatically produce cyber insurance quotes 60 days in advance of the renewal date. Account managers then receive quotes directly to their inbox at the perfect time with no extra work required! Finally, if the business wants to purchase the coverage, we simply need a signed and dated application.

The Result: Increase Your Insurance Agency’s Cyber Insurance Bind Ratio

By automating the cyber insurance quoting process, you can always expect to receive a cyber insurance quote at the perfect time! As a result, it will become second nature to present cyber insurance quotes on every single renewal.

Automated Cyber Insurance Quotes Request Example

The Most Efficient Insurance Agencies

Some of the best insurance agencies we work with actually send their entire book of business for the year in one CSV list. That way, they only have to go through this process one time.

Need Help Pulling Data?

Whether it is Applied Epic, Vertafore AMS 360, SalesForce, etc. Evolve is here to help you pull data! Please reach out to (415) 505 – 7851 to get answers, if you get stuck. 

Now, it is time to kick those feet back, you just saved countless hours of valuable time!

Evolve | Kick your feet up