October 5, 2022
SFM adds time-saving features for agents
We know your days are busy, and we continue working to streamline processes and offer time-saving tools to our agency partners.
Over the past few years, we’ve added the following tools for agency partners:
- IVANS Download
- Electronic funds transfer (EFT) commissions
- Credit card payments for small business customers
- Quick class code checker tool in SFM Agency Manager (SAM)
- Ability to change effective dates after quoting in SAM
More enhancements underway
Our work toward adding efficiency for agents continues.
SFM has entered into agreements with both IVANS and Vertafore to better understand how we can integrate with their distribution platforms.
Through these partnerships, we intend to explore opportunities to allow agents to quote and submit risks to us within their agency management systems. We expect this to be a multi-year effort, and SAM will continue to be available for agents to easily submit business to SFM online.
We continue to work on SAM enhancements as well. Work is currently underway to allow agents to set up AutoPay or make the first payment while binding in SAM.
We value agent feedback
Many of our enhancements start with feedback from agents via surveys and suggestions made to SFM underwriters and employees.
Thank you to the many agency partners who completed our recent survey. We read every response and consider all suggestions.
If you have a suggestion, please don’t hesitate to share it with your underwriter, or contact us using another method.