The Value of Options in a Tight Market

Technology often emphasizes the importance of automation in a broker’s capacity strategy, with “book it now” being a sought after functionality.  While automation is important, you cannot lose track of the respective activities of the procurement process that supports automation.  When automation is positioned with the right tasks, your overall profitability will increase from better customer retention, in-house visibility, and better decision making. Download this guide to learn why options are important and what you can do to have a better outcome through:

  • The importance of “options” and their effect on customer service and retention
  • Easing tensions through visibility between carrier reps and customer reps
  • Max buys and their impact on pricing & procurement strategies
  • How automation and manual processes can be synchronized for better outcomes