The ability to collaborate efficiently and effectively with brokers and agents is a critical success factor for any insurance organization. However, managing these indirect sales partnerships can be complex and time-consuming, especially when dealing with a large number of agents or brokers.
This case study explores how Baloise, a Belgian insurer, was able to automate its broker collaboration processes, streamlining business plans and improving communication internally and externally. By implementing a cloud-based solution that provided real-time data and analytics, the company was able to achieve greater visibility into the status of its broker network.
The case study highlights the benefits of mutual success plans in broker collaboration and serves as a valuable resource for any business looking to streamline its collaboration processes and achieve greater efficiency and effectiveness in managing its partner network.