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One of Australia’s aggregators has launched a new software platform that allows brokers to access training and tools that 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 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, it provides brokers with key marketing strategies and tactics against the opportunities for business growth their report outlines, as well as a one-stop-shop of marketing intelligence, tools, scripts and templates to deliver against each of the tactics brokers choose to employ, 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-size chunks on a variety of subjects.
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.
