myTAM and or Marketing Wizard to automate processes

[Robin Deatherage]

Hi all.  I am transitioning into a new position at my agency as the Personal Lines Manager.  That's why all the personal lines related questions lately.  I'm looking at all available tools to help us automate as many processes that we can.  We do not currently use myTAM or the Marketing Wizard but I think these can both be beneficial in this area so I was wondering if any of you are currently using these tools to automate routine tasks and if so would you share some examples please?

Thanks,
Robin

[DebAmstutz]

Congrats on your new position, Robin!

We do not use MyTAM here, but I've heard it's good for getting new employees used to your workflow and it's also good for workflow for odd items that nobody seems to remember quite how they're handled.

Marketing Wizard can be used to track results of special agency campaigns or niche marketing.  The PIA has a homeowners marketing suggestion - ask homeowners who would contact the agency if they are out of town and something happens to their house or property and then contact that person to go over how to communicate to the agency/company on their neighbor's or relative's behalf.  You then have a new lead for personal lines coverage, after waiting for what you would determine to be an appropriate amount of time between the first contact on behalf of your insured and trying to sell to the neighbor or relative. That's the kind of thing that could be done using the Marketing Wizard.

[Jan Regnier]

Congratulations Robin!

We use the Reports for just about everything!  Just depends on what you are trying to find.  I don't know how much PL would use it on a daily or regular basis other than finding groups of policies or clients in specific locations you want to solicit for addl coverages etc.  or determining specific companies pol types in force (like monoline homes or autos) - or clients that don't have Umbrella policies, etc.

We use the Marketing Letter Wizard whenever we do letters to groups of clients.  This seems to be more on the CL side though...like when WC procedures or processes change or Group Benefits side with the ACA rules & regs change or we feel a client needs to be made aware of something in this area...again - not much action on the PL side of things.