Teresa Kitchen, from Power Women in Insurance podcast, interviewed Elizabeth Culley, owner of GravityCerts. Elizabeth discusses how agencies can achieve better streamlined processes with their systems.

Features includes with GravityCerts websites are quote intake forms, quote proposal software, and client center.  These interface with API integrations to help agencies grow their business.

Episode Highlights

  • Elizabeth discusses the flexibility and options available in running an independent agency and how she created GravityCerts from scratch, developing the necessary tools and systems for success. (3:48)
  • Elizabeth shares the challenges GravityCerts faced as a new agency as it experienced rapid growth and struggled to keep up with the influx of new business. (8:35)
  • Elizabeth emphasizes the importance of prioritizing quality service and customer loyalty over rapid growth in their insurance agency. (16:54)
  • Elizabeth mentions that the Client Center is an online client service portal that provides 24/7 access to services and information, currently integrated with NowCerts and Agency Zoom. (21:26)
  • Elizabeth discusses the need for agencies to adapt to changing consumer behaviors and allow clients to access services online, even outside of traditional business hours. (31:36)
  • Elizabeth mentions that the goal of GravityCerts is to streamline different systems and platforms and to be the central hub that connects various tools and eliminates duplicate data entry, ultimately improving efficiency in the industry. (36:15)
  • Elizabeth believes that the use of technology does not diminish the human touch but rather strengthens the relationship by freeing up time for more meaningful interactions. (40:49)

Quotes from Elizabeth

“We try to be pretty flexible, of course. I want everyone to have all the bells and whistles, and I want them to have the best of everything.” – Elizabeth Culley

“There’s no reason for us to have to continue to be putting the same information in over and over again, there has to be a way to streamline that. And so, that’s really what we’re going to try to work on 100% with the different tools that we have.” – Elizabeth Culley

Additional Resources Mentioned:

View the episode on The Insurance Podcast Network: https://theinsurancepodcastnetwork.com/from-insurance-agent-to-breaking-ground-in-tech-with-elizabeth-culley/

Listen to episode on Agency Intelligence Podcast Network.

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