SimpleSwitch simplifies the contracting, renewal and transfer processes by providing an intuitive dashboard that helps agencies manage their entire portfolio. By uploading a business report and existing insurance documents, SimpleSwitch automatically creates approved, binding quotes, applies intra-agency transfer discounts (where available), sends automated client communications and downloads final documents via IVANS or Webhook directly into the agency management system.
This streamlined process reduces manual data entry, minimizes errors and saves a lot of time. As in the Impact sheetfor an agency with a 500,000 US dollars SimpleSwitch can save 1,000 hours annually –corresponds to 3,000 hours or 75 weeks over three yearsThe time saved not only improves the work-life balance of the account managers, but also creates opportunities for additional sales, the total value of which is 217% above the current sales in the same business area.
Leadership behind innovation
SimpleSwitch’s success is a testament to Monoline’s commitment to innovation and the expertise of its team. Rachel CrumpMonoline’s Agency Transfer Manager, has played a key role in developing the program and ensuring it meets the real needs of agencies and account managers. With her extensive background in personal insurance on both the agency and carrier side, Rachel has been instrumental in making SimpleSwitch a tool that significantly improves the day-to-day operations of agencies.
Monoline Co-Founder and CEO, Ben Phillipsemphasized the impact of the program: “The time savings will add up quickly. What would your day-to-day business look like if you saved an hour or more per account? We guarantee that our platform will reduce the time spent on purchasing standalone personal liability insurance by at least 50%.”
Rachel Crump added: “For a typical agency with a contract size of 500,000 US dollarsthe potential benefits are transformative. SimpleSwitch is designed to make this vision a reality for agencies across the country.”
Together towards success
Monoline wants to help agencies realize the full potential of SimpleSwitch. Agencies can Arrange an initial consultation Onboarding session with Rachel Crump to see how SimpleSwitch can help you save significant time and revenue. The Impact Sheet is customized to show the specific benefits for your agency.
With SimpleSwitch, Monoline not only simplifies processes, but also redesigns the future of new registrations, renewals and transfers of private liability insurance.
About Monoline
Our business philosophy is based on empathy and understanding our customers’ needs to provide a beneficial service. We strive to develop intuitive, straightforward and consistent products. We challenge the status quo and approach problems with new perspectives. Gratitude underlies everything we do because we value every detail and cherish the relationships we build.
Our mission is simple: to provide efficient and innovative solutions that allow account managers to focus on building lasting customer relationships. Our carefully designed platform combines cutting-edge technology with a genuine commitment to tackling real-world challenges. While our initial offering is focused on the personal insurance space, we are working on a range of innovative products to further simplify the lives of account managers and redefine the personal insurance landscape.
Media contact:
Nina McVicker
Digital Marketing Manager
Monoline
E-mail: (email protected)
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