Houston-based Dean & Draper Insurance Agency has been recognized by the Network of Vertafore Users (NetVU) for employing technology best practices that enhance productivity, simplify processes and improve customer service outreach.
The 2012 Automation Excellence Award was bestowed during the April 26-28 NetVU Conference in Anaheim, Calif. The annual honor is presented to member agencies that leverage Vertafore products to boost productivity and profitability. This suite of solutions is designed specifically for use by the multi-billion dollar insurance industry.
Dean & Draper recently invested more than $400,000 to revamp its corporate technology strategy. Utilizing Vertafore’s products, Dean & Draper’s five Texas offices are now integrated under one efficient enterprise-level management system.
The Sagitta structure automates policy history, maintains data integrity and provides real-time policy quotes, while the WorkSmart electronic file system consolidates the processes and paperwork involved in managing and underwriting policies in a paperless environment.
The company is also capitalizing on the efficiency provided by Vertafore’s Pipeline Manager and PL Rating connectivity and rating solutions, which capitalize on the detailed data provided by the comprehensive management system.
Dean & Draper’s employee benefits arm, Benefit Solutions, is also now utilizing BenefitPoint to streamline the management of clients and policy plans.
“These resourceful systems enable us to track our workflow and transfer projects between desks and satellite offices,” says Kyle Dean, vice president of the nationally recognized agency. “This streamlining creates checks, balances and continuity to ensure our widespread workforce is always on the same page and our clients are receiving the highest-quality care in the industry.”
Additionally, the new CSR24 product provides customers with 24-hour access through the insurance agency’s website as well as the new Dean & Draper mobile app designed for iPhone, iPad and Android devices. This interactive Internet customer service solution permits clients to access policy information as well as obtain quotes, compare services and contact agents directly via email.
Founded in 1980, Dean & Draper caters to an international roster of clients from five offices, including its headquarters in Houston, Texas. This National Top 100 agency in Property & Casualty and Top 50 agency in personal policies underwrites in excess of $125 million in annual auto, home, health and corporate premiums.
Source: Dean & Draper Insurance Agency