Bickert Management Inc.

  • Transforming Insurance Agent 
    ​Management with a Tailored CRM

    How Firefly Agency revolutionized Agent Relationship Management 
    and Streamlined Premium Production with a Custom CRM Solution
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Client Name

Firefly Agency

Industry

Insurance Network/Distribution Network

Size

11-50 Employees

About the Client

Firefly Agency, specializes in providing a comprehensive insurance software platform that connects insurance agents with multiple carriers, allowing agents to find the best solutions for their clients. Despite offering a broad set of features, the client faced a critical gap in tracking agent interactions and premium production. The lack of an efficient CRM system to manage agent relationships hindered their ability to fully support their agents, thereby limiting their potential for growth. They sought a robust solution to manage agent touchpoints, track performance, and streamline communication, ultimately helping agents improve their production.

What challenges did the client face?

Insufficient Tracking and Nurturing

The client had no automated system for tracking agent interactions beyond basic premium production. This meant that key variables like client preferences, agent needs, and production goals were not captured in a structured way. As a result, maintaining and nurturing relationships with agents became difficult, and valuable opportunities for growth were often missed.

Inefficient Premium Production Tracking

The client relied on spreadsheets to track premium production at various checkpoints, a process that was labor-intensive and prone to human error. Tracking the performance of each agent at critical stages was difficult, and any inaccuracies in the data could lead to delays in support or missed opportunities to boost agent performance.

3rd Party Database Integration

The client struggled with integrating data from external databases (such as premium data from insurance carriers) into their CRM system. The absence of an effective system to pull and process this data led to delays in updating premium production data and hindered the client’s ability to track historical performance.

How did we address the challenges?

CRM Database Implementation

A scalable and modular CRM database was designed to capture agent production data and historical metrics, along with additional key variables like performance and interactions.

Integration with External Databases

Developed a simplified database structure to automate daily imports of premium data from external systems into Zoho Analytics, ensuring consistency and accuracy.

Automated Agent Monitoring

Used Zoho CRM workflows to track agent production milestones and generate automated reports to monitor progress.

Enhanced Communication with Agents

Implemented automated email notifications for agents at critical checkpoints to ensure timely updates and reminders.

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What results did the client achieve?

Streamlined Processes

The automation of previously manual processes significantly increased operational efficiency. By eliminating the need for spreadsheets and manual tracking, the client reduced time spent on administrative tasks and minimized errors, leading to a more productive environment.

Improved Data Management

Premium production data is now centralized within the CRM, allowing for better data 

accuracy & access to insights. The integration with Analytics has paved the way for future enhancements and additional features, which can be tailored to meet the needs of the client.

Enhanced Reporting and Communication

The new reporting dashboards allowed the client to more easily monitor agent progress, ensuring that agents received timely support when needed. Automated touchpoints and notifications improved agent engagement, fostering stronger relationships between the client and their agents.

Tools Used

Zoho Analytics

Used for advanced data analysis and reporting post-import. Zoho Analytics enabled the client to create customized reports that helped monitor agent performance, identify trends, and improve data-driven decision-making.

Zoho CRM

Served as the centralized system for managing agent interactions and tracking premium production. CRM allowed the client to automate key processes, such as setting up workflows for agent milestones and tracking performance.

Zoho CRM Workflows & Deluge

Automated communication and data processing tasks, minimizing the need for manual intervention. This automation ensured that agents were 

notified at critical touchpoints, reducing the 

chances of missed opportunities.

See the Transformation in Action

Want to streamline your business operations? Contact us today to learn how our CRM solutions can help improve your productivity and efficiency.

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Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!

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