ESTIMATES & PAYMENT PROCESSING
Insurance
Insurance
Software designed for your business.
From coverage to claims, and everything in between.
Whether you provide property, casualty, life insurance or any number of coverages, Thryv will modernize your business and help you manage your day.
Estimates
& Payment Processing
& Payment Processing
Create and share professional coverage estimates, and process premiums online.
Client Relationship Management
Organize lead and client information so you can nurture relationships.
Communication
Stay top of mind with automated reminders and communications .
Create and share professional coverage estimates, and process premiums online.
Quickly send insurance and coverage estimates electronically. Share multiple estimates for comparison at once via a custom client login. Attach policy terms and conditions and other important documents for review. Process premium payments online, 24/7.
Highlighted Feature: ThryvPay
Establish recurring revenue and minimize those late or missed payments with scheduled payments. Offer your customers flexibility, allowing them to pay every day, week, month or even on a pre-determined day. Create installment plans and memberships for payment convenience and customer loyalty.
Pro Tips:
- Schedule recurring payments monthly for home owners insurance.
- Monthly or Annual installment payment option for car insurance.
CLIENT RELATIONSHIP MANAGEMENT
Organize lead and client information so you can nurture relationships.
Build stronger relationships with your clients by knowing more about your them. The Client Card includes customizable fields, data enrichment, and lead source helping you personalize your communication and conversations.
COMMUNICATION
Stay top of mind with automated reminders and communications.
Deliver professional updates and reminders to your customers via text and email, while keeping all conversations organized and in one place. Establish your text-enabled business number so customers can easily respond and interact with you. Never forget to follow up again, with automated communications months in the future.
Thryv integrates with Outlook, iCal, JotForm and more, so you keep everything in sync.
Integrations available with
Thryv App Market and Zapier
MAKE SMARTER CHOICES
“Insurance is all about getting renewals each year. Thryv helps us make smarter choices and win those renewals, since we have better records for our clients.“
TAMMY, BETTER SAFE THAN SORRY INSURERS
Online Searches for Insurance Services.
WHO IS PURCHASING
50% women
50% men
48y average age
$63k average income
48y average age
$63k average income
TOP SOURCES
70%
search engine
65%
company website
31%
friend or family
19%
ratings/review pages
11% print yellow pages
HOW ACCESSING
70%
laptop pc
66%
smartphone
60%
desktop pc
44%
tablet
1%
other
PURCHASE DETAILS
53% were new customers
66%
did NOT have one company in mind when they started searching
Consumer Stats:
50%
Female
50%
Male
Industry includes: Independent agents or brokers in selling insurance policies and annuities.
Did you know your consumers?
Are making more money
Higher disposable income allows individuals to expand coverage because they can afford high premiums.
Are buying more homes and cars
More individuals are expected to purchase homes and new cars, which will increase demand for P&C coverage.
Are are likely to have more auto-related claims
Claims are on the rise due to escalating repair charges, technology-related driver distraction, and catastrophe losses.
Will increasingly need life insurance services
Demand for these services is expected to grow over the next five years as the baby-boomer generation retires.
Demand value-added services
To increase competitiveness against online options, large firms offer clients advisory and outsourcing services, such as risk assessment.
1. https://www2.deloitte.com/us/en/pages/financial-services/articles/insurance-industry-outlook.html Deloitte Center for Financial Services 2018 Insurance Outlook Shifting strategies to compete in a cutting-edge future; IBISWorld, Insurance Brokers & Agencies in the US, February 2017.