On top of AMS360, Gillman Insurance Problem Solvers uses Vertafore Orange Partners that integrate with the management system to further enhance their business. Gillman points to Vertafore Client Communications, powered by Rocket Referrals, as one of his favorites for automating his marketing efforts. “The key is to be in front of the prospect or customer when they are ready and interested,” Gillman says. Vertafore Client Communications and AMS360 allow Gillman Insurance Problem Solvers to automatically reach out to customers and prospects at the ideal time to increase the chance of closing more business.
Gillman Insurance Problem Solvers also uses Vertafore’s InsurLink to impact the customer experience. InsurLink is a customer portal that allows the customer to service themselves, taking the workload off the CSR team and providing fast, reliable service every time. Gillman says, “When I think about how people like to do business, whether it’s with Amazon or their bank, they not only want it done, they want it done yesterday. They not only want it in a certain manner or format, they want options.”
Gillman Insurance Problem Solvers' customers can download their own auto ID cards, or quickly see their policies on their own. To Gillman, that’s a huge value in providing a seamless experience for his customers.
“The golden rule is he who has the gold, rules. And at the end of the day, the customer has the gold. You’ve got to be able to adapt and be flexible to serve them.”
This intense focus on the customer has resulted in Gillman Insurance Problem Solvers achieving a revenue per employee of over $200,000. On top of that, the agency has stellar retention rates that help drive even more revenue.