This put up is a part of a collection sponsored by AgentSync.
Whenever you’re searching for the know-how answer that’s going to remodel the best way your insurance coverage enterprise handles producer lifecycle administration, you may have a look at numerous issues: Complete value of possession, pace and ease of implementation, the software program’s consumer interface, how properly it integrates into your tech stack general – simply to call a number of.
One space you may not instantly have a look at throughout your analysis section is buyer success. In spite of everything, you’ve received far more to fret about whereas searching for and attempting to purchase a compliance tech answer than what occurs after you signal the deal. However maintain on!
Buyer success could be one of the crucial necessary issues to consider, and also you don’t need to wait till it’s too late and also you’re already locked right into a contract with a product that doesn’t ship.
On this planet of insurance coverage know-how (or any software program for that matter) having an important platform isn’t sufficient. You must know what you’re going through after the acquisition, earlier than you get there. It’s important to have a devoted group that will help you maximize your new software program’s worth. That’s the place Buyer Success is available in. A Buyer Success group serves as your strategic accomplice, making certain you obtain your corporation objectives and understand the complete potential of your funding.
Having the best Buyer Success group in place (or not) could make or break the outcomes you obtain with the know-how. We could be biased, however we expect we’ve received among the greatest within the trade right here at AgentSync. Not too long ago, we sat down with our Buyer Success Managers (CSMs) to grasp what makes their position distinctive and the way they drive worth for our clients. Their insights reveal why the Buyer Success operate isn’t only a nice-to-have, however a important differentiator in your software program buying selections.
How does AgentSync’s strategy to Buyer Success differ from different firms?
The group highlighted a number of key differentiators:
CSMs are introduced in early through the gross sales course of, making certain a seamless transition between the gross sales group and the one that will nurture the connection transferring ahead
The group maintains a steady enchancment mindset past implementation, at all times on the lookout for a buyer’s subsequent set of objectives to attain
Buyer Success is deeply embedded in AgentSync’s technique, not an afterthought
CSMs act as professional consultants reasonably than simply technical account managers
“We actually do undertake buyer love throughout groups. At different locations, present clients can take a again burner to new enterprise. At AgentSync, they’re essential, a lot in order that our product roadmap is basically pushed by their requests.”
What makes working with insurance coverage and compliance clients distinctive?
Our CSMs emphasised the fascinating complexity of the insurance coverage trade. They work with clients who deliver deep trade data and face fixed regulatory modifications. What stands out is the range of challenges—from modernizing decades-old paper processes to serving to firms navigate complicated compliance necessities.
“Nothing within the trade is constant. You must be fluid and capable of settle for change. We get to listen to the influence we’re having on folks’s enterprise, how we’re modernizing or remodeling their total strategy to those complicated duties.”
“I had a buyer utilizing sticky notes and complicated spreadsheets to trace compliance. Exhibiting them the right way to automate these processes in our platform fully remodeled their day by day work.”
How does the CSM-customer partnership work in follow?
One widespread thread throughout all of the CSMs we spoke with was that they view themselves not solely as their buyer’s advocate inside AgentSync, but in addition as extensions of their clients’ groups. They assist transfer points alongside and bridge the hole between what clients want and what AgentSync does.
This implies our CSMs make a behavior of:
Conducting deep analysis on every buyer’s firm and trade
Establishing clear objectives and metrics for fulfillment
Offering constant follow-up and clear subsequent steps after each interplay
Connecting clients with greatest practices from related organizations
“From the time I get assigned a buyer, I do deep analysis on their enterprise to attempt to perceive as a lot as I can concerning the firm’s background and historical past and who they’re. I’m at all times having conversations, studying information, and asking about what’s occurring at their group outdoors of its relationship with AgentSync.”
How do CSMs collaborate with different groups to help clients?
At AgentSync, a number of of the CSMs we spoke with described working as “air visitors management” for buyer wants, coordinating with:
Assist groups for technical points
Product groups for function requests and roadmap updates
Implementation groups throughout onboarding and future integrations
Gross sales groups throughout renewals or when there’s a necessity for added services and products
Finance for billing questions
This coordination ensures clients have a single level of contact whereas nonetheless getting access to experience throughout the group.
What position does management play in Buyer Success?
All through our conversations with the shopper success group, a constant theme emerged concerning the significance of management buy-in. The group emphasised that govt involvement isn’t simply discuss—leaders actively take part in buyer relationships and guarantee Buyer Success has the assets wanted to ship distinctive service.
“Buyer love isn’t only a worth written on the wall. Management has embedded it into how we function, from our processes to our metrics to our day by day selections.”
If you happen to’re not profitable, why’re you doing it?
Positive, options and performance matter, however having a devoted accomplice targeted in your success can remodel good software program into an important choice. And in case you’re beginning with nice software program (like AgentSync), a famous person CS group turns that into unbelievable enterprise worth.
Our dialog with the CS group revealed that efficient Buyer Success isn’t nearly responding to issues. It’s about proactive partnership, deep trade data, and a real dedication to buyer outcomes. When evaluating software program distributors, the Buyer Success operate shouldn’t be an afterthought—it ought to be a important consider your decision-making course of.
If you happen to’re nonetheless on the hunt on your perfect producer lifecycle administration and license compliance accomplice, see how one can change into one other success story while you take a look at AgentSync.
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