American Family Insurance has selected Palo Alto Software’s LivePlan system to help agents enhance and grow their businesses.
LivePlan is a small business dashboard tool that will be integrated into American Family’s internal corporate platform. The dashboard includes tools that give agents the ability to create strategic forecasts and receive automated graphic views of key performance indicators.
"At American Family, we believe active planning is an important part of continually looking forward to serve our customers and support our agents," said Nick Adrian, agency strategy business director for American Family Insurance, in a press release. "This partnership is another example of how we live our customer and agent commitments."
Additionally, the Wisconsin-based P&C insurer will give agents the LivePlan Scoreboard, which automates information an agent needs to track and manage their results, including key financial statements detailing the health of their business.
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