5 Simple Ways to Elevate Your Insurance Business in 2025

It’s 2025, and, let’s face it, selling insurance isn’t getting easier. What helps insurance agencies stand out from the crowd to wow their customers and earn more business? Our experts have their fingers on the pulse of what matters most to the insurance industry this year. 

So, what does matter to your customers – and how can you help meet their needs in an ever-changing landscape? Here are our five simple solutions to maximize your business this year:

1. Build Trust by Using Your Brand on IPFS Communications

Your customers want to feel like they have a personalized experience every step of the way. Co-branding or white labeling important communications they receive is an easy way to build trust and highlight your brand. 

Custom Branding: 

• Creates brand awareness and recognition.
• Drives more efficient outcomes by creating a cohesive user experience.
• Confirms that insureds receive consistent messaging. 

2. Streamline Your Quoting Process

Creating efficiencies matters in a fast-moving world where people expect immediate answers to their most pressing questions. Online quoting helps solve that problem, giving you easy access to simplify how you manage quotes.

Online Quoting:

• Meets your customers where they’re at – online, by email, or by phone.
• Allows you to view, amend, and access quotes at the tip of your fingers.
• Automates your processes so you can generate quotes with ease.

3. Digitize Signature Collection from Your Insureds

Now, more than ever, people are looking for convenience in managing the small things – like signing and delivering documents that once required an ink pen and a stamp. Start the new year ahead of the game by digitizing the process of collecting signatures from your insurance customers.

eSignature Capabilities:

• Allow you to decrease turnaround time and reduce paperwork.
• Meet your customers wherever they are without the need for extra appointments or meetings.
• Automate email delivery to specific addresses in your organization from any device at any time.

4. Implement Cancellation Avoidance Tools

Schedules are busy, and your customers are often pulled into many different directions trying to manage their businesses. Mistakes happen, and sometimes payments are missed. You can help your insureds avoid cancellation due to non-payment by implementing simple solutions designed to preserve policies.

Cancellation Avoidance Tools:

• Help customers stay on track with timely payment due date reminders.
• Connect with insureds on the go – via text message and by email.
• Provide added insight to agents with impending cancellation reports and the ability to place accounts on hold.

5. Automate Your Back Office Management

The holidays might be over, but it’s not too late to treat yourself to the gift of extra time – and energy – so you can focus on doing what you do best…selling policies. Technology can sometimes feel needlessly complicated, but automating your process is much easier than you think.

Integrations:

• Allow you to eliminate busy work and focus on customer needs.
• Provide powerful reporting, automated data entry, and tracking opportunities with minimal manual intervention.
• Make your daily tasks more efficient.

These five simple tools will transform the way you do business in 2025. We’re here to help you make the most out of your experience. With IPFS, you can leverage the power of One Platform from North America’s leading premium finance provider and offer your insured customers unparalleled flexibility and an experience uniquely tailored to meet their needs. With IPFS, you have One Partner to help you generate revenue, automate processes, and enhance customer experiences with a single solution expertly designed for you.

Reach out to your Sales Executive or Account Executive to get started!