Tarmika Quality Quoting Program
This program is designed to help your agency quote small commercial business with multiple carriers as efficiently as possible.
Your Customer Success Manager (CSM) will work with you and your commercial quoting team to maximize your investment in Tarmika™. Our program is based on best practices developed from years of experience working with hundreds of agencies across the U.S. and is offered at no cost to all agencies with three or more Tarmika licenses. We will provide regular benchmarking against other agencies using the Tarmika platform and insights into opportunities for increasing your competitiveness and deal flow.
What’s included in the program?
Comprehensive Account Assessment and Customized Best Practices Recommendations
- Kickoff meeting to gather feedback on current usage of Tarmika, discuss current and ideal workflows, review any existing training plans, and assess account set-up
- Customized success plan with documented goals and workflows for your agency
- Account clean-up (e.g., activating additional carriers, cleaning up producer codes, identifying users with missing credentials, etc.)
- Adoption plan for re-engaging your agents
- Quote flow monitoring to help guide your agents to a successful response
- Assistance with keeping portal credentials up to date in Tarmika
- Refresher trainings or lunch’n learns as needed
- Quoting contests or other programs to incentivize adoption
- Release Notes and other product updates
Analytics and Benchmarking
- Training on the self-serve analytics platform
- Quarterly or bi-annual benchmarking reviews
- Benchmarking and insights report
Periodic Stakeholder Meetings
- Quarterly or bi-annual review of progress against goals
- Annual meeting with Product leadership
Additionally, you’ll get access to the following ongoing programs and resources:
In-App Resource Center
Monthly Topical Webinars
New Carrier Announcements
Weekly Small-Group Training Sessions
Quarterly Product Webinars
Release Notes
Best Practices via Email and In-App Messaging
Quarterly Newsletter
How do I sign up for the program?
Whether you are a new customer or are already using Tarmika, simply fill out the form below! If you already have a CSM, they will reach out to you to answer any questions and schedule the kickoff meeting. If you do not have a CSM, one will be assigned within one week of submitting this form. We look forward to helping you close more small commercial business, more efficiently, and for maximum revenue!
Your commitments:
- Diagnostic Kickoff meeting: 1 hour
- Analytics Platform training: 1 hour
- Benchmarking reviews: 1 hour per session
- Goals review: 1 hour per quarter