Keri Reynolds
1st Direct Insurance Agency, Inc.
Westfield, Indiana
“It’s different because we can tailor the type of leads that we’re interested in receiving… We’re getting someone that’s actually looking on the internet. They have an interest, or a need for a specific line of insurance.”
“We built the agency on flood insurance as a specialty, So we grab almost every single flood claim it that comes across our desk… [Our close ratio with those] is probably like 50%.”
“We can have [Claim-it Referrals] directed toward the appropriate [agent] that would be able to quickly evaluate… if this looks like something we might be a good fit for. And then we would we would claim those.”
Keywords: Claim-it process; text message feature; customizable recipients; appetite engine; commercial lines; personal lines; flood specialists; specialty close ratio: ~50%; ~50 referrals claimed/week; quality referrals; premium amount: $12k/one policy; fair cost; satisfaction
