Thank you for the great response to the survey about additional online services. Below you will find a summary of the answers we received. Included are answers that cover the comments and questions.
Feature 1: The ability to add your own notes and file attachments.
Response: Rating of 7.65 out of 10
You would have 24/7 access to all of the data you have stored along with the information BGA provides. Any notes or attachments added by you, would belong to you. For any reason, at any time, you would have the option of having all the data you have stored sent to you outside of the broker portal.
Feature 2: Mobile Application
Response: Rating of 6.85 out of 10
Feature 3: Lead Generation Program
Response: Rating of 8.02 out of 10
This was the most popular of all the services surveyed. We are looking at exclusive leads only. We are still looking into how to provide these leads to you as well as the cost. We are also looking into providing you with "data mining" of your current clients for additional sales opportunities.
Feature 4: Enhanced Reporting
Response: Rating of 7.63 out of 10
There were a lot of questions about what this would include. We will be sending out additional surveys about the different possible services and promise to provide more detail about reporting.
Feature 5: Calendar and Reminders
Response: Rating of 7.16 out of 10
Depending on additional information we receive from you, we would approach this in one of two ways. (1) integrate with other calendars or (2) provide a standalone reminder for leads, renewals, etc.
Question: Would you be willing to pay a small monthly fee for these additional services?
Response: Almost half said they would.
The Broker Portal will remain as a free service. BGA continues to be dedicated to providing you with technology to help you grow your business. We will continue to enhance the current site with initiative ideas and this will continue to remain as a free service. We also have the opportunity to provide services that require further resources. For example, adding your own notes and attachments might be a service that we would need to pass on a small part of the cost to you. We do not have a set cost at this time. Your feedback from these types of surveys will help us decide how to move forward. We will keep you updated. It is our goal to keep any additional fees to a minimum.