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One of Australia’s aggregators has launched a new software platform that allows brokers to access training and tools to help them manage and build their businesses.
AFG said the new program, referred to as Knowledge HQ, is fully integrated with Flex, the company’s CRM platform, and SMART, a program that allows brokers to target their customers with tailored marketing campaigns.
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According to AFG’s chief technology officer, Jaime Vogel, Knowledge HQ can be viewed on desktops or on mobile devices.
Mr Vogel said it provides brokers with detailed reports covering their business performance, client retention, client acquisition, income diversification and business development.
In addition, the program provides brokers with key marketing strategies and tactics against the opportunities for business growth their report outlines, as well as a one-stop shop for marketing intelligence, tools, scripts and templates to deliver the tactics brokers choose to employ, via a portal they can access anywhere, anytime.
“Many brokers are time-poor and struggle to find the opportunity to analyse their business. Even when they do conduct such analyses, they don’t always have the skills to use information to develop marketing strategies or the tools to implement them. This is exactly why AFG has created Knowledge HQ, which we believe is the most sophisticated and user-friendly online resource in the market,” Mr Vogel said.
Knowledge HQ also delivers high value, online training in bite-sized chunks and on a variety of subjects, he added.
These include how to get the most out of Flex, the company’s fully-integrated CRM platform, as well as training on compliance, marketing and new business development.
