How does Agentero generate business opportunities for my contacts?

Agentero will automatically generate opportunities for your contacts at creation time or 60 days prior to their closest renewal if the contact has any policies assigned. Agentero is able to identify new risks to insure for your contacts using our third-party data sources or surface which of them have the propensity to buy certain types of insurance using our proprietary algorithms. Price alerts will also be generated if a renewal’s premium increases more than 10% (contact your sales representative to change this threshold to your liking). These are all the different opportunity types that Agentero is able to automatically generate and what they mean:

    1. Policy recommendations: These are automatically generated by our proprietary algorithms. They highlight new policy lines for your contacts based on their demographic profile and the properties they own.
    2. Coverage recommendations: These are automatically generated by our proprietary algorithms and are only generated for contacts that own a policy. Our algorithms will detect if your contact is underinsured based on its demographic profile and will generate a recommendation for you to increase the limits on the policy.
    3. Premium increase alerts: These are automatically generated by our proprietary algorithms.. and are only generated for contacts that own a policy. They are triggered when we identify a renewal with an increase in premium greater or equal to 10%. contact your sales representative to change this threshold to your liking)