Check out what some of our satisfied customers have to say about RMT Insight.
"I have the satisfaction and peace of mind knowing that I informed my customer. Plus, it's a great tool to round out a customer's insurance program. It's a super educational tool for the novice or veteran agent alike."
"The RMT Insight application paid for itself within our first week using it!"
"We are impressed with the application. Our partnership with RMT Insight provides our agencies a unique opportunity to grow revenue and save on E&O premiums. A win-win!"
An insured owned a drywall company. When a company vehicle was involved in a hit and run accident, the insured needed to obtain a rental truck. Unfortunately, the company had rejected coverage for rentals even though the agent had recommended it. The company Controller called the agent and was upset and accused the agent of not doing his job. After this abrupt conversation, the agent was able to check his RMT Insight dashboard and see that the Controller had not viewed the coverage review checklist despite the agent urging him three times to review this important documentation. The agent's rock solid documentation protected both his reputation and relationship with the company owner, because he had clear documentation that the fault was on the employee for not viewing the recommended coverage. In the end, this documentation enhanced the agent's relationship with the company owner and enabled him to keep the account.
An asphalt company negotiated agreements with suppliers and purchased in volume to secure low prices. This allowed them to competitively bid for jobs. Unfortunately, one of the asphalt company's suppliers had a fire in their factory and could not provide materials required to produce asphalt. This forced the asphalt company to find another supplier to fulfill the job at a higher price and completely erased their profit margin for the large contract. While coverage had been recommended by the agency to cover this incident, it had been rejected by the CFO who had handled all the negotiations with the agent. When the upset owner called the agent to understand why he was not covered, the agent had date and time stamped RMT Insight reports showing that this particular coverage had been presented and explained to the CFO who declined the coverage. This allowed the agent to not only maintain his relationship with the asphalt company, but he was able to upsell additional coverage in the future for this type of event.
A shoe retailer imported product from China with a significant lead-time of six to nine months. In the event that there was a problem with the factory and it went down, the retailer would be unable to deliver to supply retail stores. Through the use of RMT Insight's coverage library the insured was able to educate himself that a retail sales endorsement was available which would protect profits in the event of such a circumstance. While the endorsement was available at no additional cost, it required an increase in limits that generated an additional $6,000 in revenue.
Qualifying agencies receive up to a 5% discount on Utica National E&O premiums. Even small agencies save hundreds of dollars, mid-size and large agencies save thousands!
Create more touch points with clients before and after your meetings. Impress prospects & clients with superior knowledge, technology and education.
RMT Insight's automatic E&O documentation saves time, money...and your reputation in the event of errors and omissions legal action.
Interactive checklists help customers and prospects to self–select additional coverages. Increase your sales and provide better customer service.