SYSTEMS AND METHODS FOR IMPROVED AGENCY MANAGEMENT
Some computing systems and computer-implemented methods detailed herein provide an improved user interfaces to facilitate seamless management, monitoring, and selection of targeted insurance agents contracted with, or to be contracted with, particular insurance providers.
1 . A computer-implemented method comprising:
receiving, by a computing system, information for a plurality of insurance agents, the information including agent names, one or more carriers associated with each agent, one or more locations of each insurance agent;
generating, by the computing system, an agent profile for each insurance agent;
tracking agent metrics for each insurance agent, the agent metrics including: a volume of contracts sold, a number of policy types sold, an agent debt,
calculating a respective agent score for each insurance agent, the respective agent score being calculated based on the agent metrics;
assigning the respective agent score to each agent profile;
transmitting, by the computing system over a network to a first remote computing device, agent profile user interface information that, when rendered by the first remote computing device causes the first remote computing device to display a first user interface, the first user interface including: (i) an agency criteria field that is user-searchable; (ii) a carrier criteria field that is user-searchable; (iii) one or more location fields that are user searchable; and (iii) an interactive map,
receiving, by the computing system from the first remote computing device, search criteria that includes one or more user inputs in the agency criteria field, the carrier criteria field, and the one or more location fields;
determining, by the computing system, one or more agent profiles that satisfy the search criteria of the one or more user inputs;
ranking, by the computing system, the one or more agent profiles that meet the search criteria based on the agent metrics and the respective agent scores; and
generating, by the computing system and for display at the interactive map based on the one or more location fields, a result set of one or more agent profiles that meet the search criteria that are ranked based on the agent metrics and the respective agent scores.
2 . The computer implemented method of claim 1 , wherein the agent profile for each insurance agent includes agent metrics including: a volume of active contracts, the agent debt, and the respective agent score for each insurance agent.
3 . The computer-implemented method of claim 1 , wherein the agent profile for each insurance agent further comprises one or more agent activities, the agent activities include at least one of leads the agent is working, quotes the agent is running, and enrollments the agent has submitted.
4 . The computer-implemented method of claim 1 , further comprising:
assigning each of the agent profiles to one or more agent groups; and
assigning each of the agent profiles a reporting level in each of the agent groups the agent profile is assigned to.
5 . The computer implemented method of claim 1 , wherein the result set is repeatedly updated based on one or more navigation inputs.
6 . The computer implemented method of claim 5 , wherein the one or more navigation inputs include at least one of zooming in, zooming out, panning north, panning south, panning east, or panning west.
7 . The computer implemented method of claim 1 , wherein the a result set of one or more agent profiles includes agent icons corresponding to the one or more agent profiles, the agent icons are geographically positioned in the interactive map.
8 . A computing system comprising:
one or more processors; and
one or more computer-readable devices including instructions that, when executed by the one or more processors, cause the computing system to perform operations that include:
receiving information for a plurality of insurance agents, the information including agent names, one or more carriers associated with each agent, and one or more locations of each insurance agent;
calculating a respective agent score for each insurance agent, the respective agent score being calculated based on one or more agent metrics, the one or more agent metrics including a volume of contracts sold, a number of policy types sold, an agent debt;
receiving search criteria that includes one or more user inputs in an agency criteria field, an carrier criteria field, and one or more location fields;
determining one or more agent profiles that satisfy the search criteria of the one or more user inputs; and
generating, for display at an interactive map based on the one or more location fields, a result set of one or more agent profiles that meet the search criteria that are ranked based on the agent metrics and the respective agent scores.
9 . The computer implemented method of claim 8 , wherein the agent profile for each insurance agent includes agent metrics including: a volume of active contracts, the agent debt, and the respective agent score for each insurance agent.
10 . The computer-implemented method of claim 8 , wherein the agent profile for each insurance agent further comprises one or more agent activities, the agent activities include at least one of leads the agent is working, quotes the agent is running, and enrollments the agent has submitted.
11 . The computer-implemented method of claim 8 , further comprising:
assigning each of the agent profiles to one or more agent groups; and
assigning each of the agent profiles a reporting level in each of the agent groups the agent profile is assigned to.
12 . The computer implemented method of claim 8 , wherein the result set is repeatedly updated based on one or more navigation inputs.
13 . The computer implemented method of claim 12 , wherein the one or more navigation inputs include at least one of zooming in, zooming out, panning north, panning south, panning east, or panning west.
14 . The computer implemented method of claim 8 , wherein the a result set of one or more agent profiles includes agent icons corresponding to the one or more agent profiles, the agent icons are geographically positioned in the interactive map.
15 . A computer-implemented method comprising:
receiving, at a first remote computing device over a network from a computing system, information for a plurality of insurance agents, the information including agent names, one or more carriers associated with each agent, one or more locations of each insurance agent;
receiving, at the first remote computing device over the network from the computing system, an agent profile for each insurance agent, the agent profile includes agent metrics including: a volume of active contracts, a number of policy types sold, an agent debt, and a respective agent score for each insurance agent, the respective agent score being calculated based on the agent metrics;
receiving, at the first remote computing device over the network from the computing system, agent profile user interface information;
displaying, at the first remote computing device, a first user interface, the first user interface including: (i) an agency criteria field that is user-searchable; (ii) a carrier criteria field that is user-searchable; (iii) one or more location fields that are user searchable; and (iii) an interactive map,
transmitting, from the first computing device to the computing system, search criteria that includes one or more user inputs in the agency criteria field, the carrier criteria field, and the one or more location fields; and
displaying, at the interactive map of the first user interface based on the one or more location fields, a result set of one or more agent profiles that meet the search criteria that are ranked based on the agent metrics and the respective agent scores.
16 . The computer-implemented method of claim 15 , wherein the agent profile for each insurance agent further comprises one or more agent activities, the agent activities include at least one of leads the agent is working, quotes the agent is running, and enrollments the agent has submitted.
17 . The computer-implemented method of claim 15 , further comprising:
assigning each of the agent profiles to one or more agent groups; and
assigning each of the agent profiles a reporting level in each of the agent groups the agent profile is assigned to.
18 . The computer implemented method of claim 15 , wherein the result set is repeatedly updated based on one or more navigation inputs.
19 . The computer implemented method of claim 18 , wherein the one or more navigation inputs include at least one of zooming in, zooming out, panning north, panning south, panning east, or panning west.
20 . The computer implemented method of claim 15 , wherein the a result set of one or more agent profiles includes agent icons corresponding to the one or more agent profiles, the agent icons are geographically positioned in the interactive map.