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Accenture Insurance Agent Effectiveness Solution

The Accenture Insurance Agent Effectiveness Solution is a flexible, modular application built on


Accenture is offering a new solution to aid insurance field sales organizations in their efforts to prospect and recruit agencies, agents, and brokers and to improve the performance of this critical channel.

The Accenture Insurance Agent Effectiveness Solution is a flexible, modular application built on Our current modules are designed to support field sales leaders in managing key stages of the agent lifecycle:

  • Planning: Establishing clear agency and territory sales goals to form the basis for ongoing performance tracking

  • Recruiting: Enabling more efficient recruiting processes with visibility into the end-to-end candidate pipeline

  • Relationship Management: Completing thorough agency profiles and contact plans to enable the development of deep producer relationships

  • Sales and Execution: Enabling insight into planned and executed sales activities

  • Performance Management: Improved access to reports and analytics to make timely, informed recommendations to improve producer sales results.

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Accenture's Insurance Agent Effectiveness Solution

Why Accenture

Accenture brings its deep insurance industry, process and technology experience to bear.

A recognized industry leader in, Accenture is’s number one global alliance partner, having delivered sales, service and platform solutions for nearly 10 years in financial services and other industries. Accenture has more than double the number of certified professionals than any company and has implemented more than 470 Software as a Service projects at hundreds of enterprise clients.

Accenture has extensive experience working with insurance industry leaders to capture insight about the agency management challenge. Accenture works with the 10 largest global insurers by revenue on the Global 2000 list, and more than 160 insurers in 25 countries are using Accenture’s insurance software solutions.

This Solution can help insurance carriers that distribute through independent and exclusive agents and brokers to:

  • Prospect for, recruit, and appoint high performing agencies, agents, and brokers

  • Improve speed to performance for new agents/brokers

  • Improve agency, broker & territory planning

  • Increase field effectiveness & efficiency

  • Enhance performance and depth of producer relationships

  • Improve execution consistency for agents, brokers & field

The technology-enabled solution, enhanced with processes and methods, is designed to be adaptable to clients' unique needs. It provides state-of-the-art software capabilities based on the Salesforce platform, including an integrated and scalable toolset for field management functions; workflow automation; and “plug-and-play” functionality designed to accelerate deployment.

As a cloud-based solution it can be deployed significantly faster and more cost effectively than traditional on-premise custom solutions. It promotes consistency based on company policy, while at the same time allowing collaboration among the field to share insights and successes.

Leveraging Accenture’s proven experience on a series of Software as a Service (SaaS) implementations, the solution is enhanced with process flows and requirements, data models, design considerations, training recommendations and a conference room pilot approach that has been used and proven. All these features are enabled by the underlying technology which helps organizations to achieve more robust business results quickly.