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Separate or Together

Two Powerful Parts of One Platform

CRM Customer Rel Manager

Internal, Insurance Workflows & Automations

The shape-shifting CRM featuring three ways to employ: 1) No AMS, 2) neon-connected AMS, 3) Any AMS. Out-of-the-box and adaptable!

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NSC Neon Service Center

The first independent, AMS-connected service center

Reams of data reveal that outdated agency systems force CSRs to focus on the wrong things. The magic of NSC finally gets it right!

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Why neon Is Agency Awesome:

  • Process

    Agencies are looking for best practices on high-volume processes like lead management, sales funnels, and service requests (e.g., endorsement, renewals and cancellations).

    Value prop: Throw away your process manual and eliminate the need for coaches and consultants. Neon has built processes for the 22 services and 5 sales processes every agency needs to master to succeed.

    How?

    • Neon gives you out-of-the-box, no-third-party-needed workflows and automations
    • Neon adapts to your agency so our structure meets your needs
    • Neon onboards and trains so you get adoption and see improvement fast

  • Talent

    More than ever, independent agencies have a hard time attracting and retaining talent. One problem is legacy tech and process. As a result, hires run low-tech, high-repetition processes that can stifle their career, the agency, and customers.

    Value Prop: Workflow and outsourcing allow less people to do more and good people to work on things that bring value to the customer, agency and themselves.

    How?

    • Neon has created workflows for lead qualification, sales pipeline and process, and service workflows and automation menus for the 22 fundamental insurance processes
    • Neon will customize those out-of-the-box processes to fit your needs and reiterate, regardless of personnel
    • Neon will onboard and train your people to adopt and use
    • Neon will connect neon Service Center so the 65% of time spent processing is managed by lower-cost servicers, allowing your talent to focus on the things that makes them and your agency special

  • Customers

    Today's customer expects an enterprise-level experience built on speed, accuracy and intuitive communication. Agents and brokers attempting this kind of experience across multiple systems, disconnected technologies, and manual processes are asking for trouble.

    Value Prop: The neon platform connects your AMS, phone, email, text and web into sales and service funnels that guarantee fast customer response, automated customer communication, and insurance flows that allow nothing to fall between the cracks.

    How?

    • Lead notifications to producers, LOB-specific sales tracking, service cues that follow agency/broker SLAs
    • Leverage AMS data, connect phones, email, text and web so no customer feels like a stranger
      • Know who you’re talking to before you pick up
      • Know who else is working on or with the customer
      • Make data on the customer when you work with them
    • Integrate neon Service Center (NSC) so your people focus on the 5 things that drive customer value, and reduce/eliminate endorsement requests with a push of the NSC button

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