IMPLEMENTING AI AT YOUR AGENCY Four simple solutions that will have a huge impact for your firm By Todd Sorrel We admit it: At ePayPolicy, we’re huge fans of insurtech. We believe in the power of technology to make insurance agencies more efficient, more effective and ultimately more successful. It’s likely that you are already using an agency management system. That is a huge first step. But what else could
Management
IDENTIFYING CARRIER PARTNERS Choosing the right carrier partner goes a long way in driving agency success By Jaime Moore It’s 9:00 a.m. and you have dozens of clients and prospects to talk to, meetings to attend, emails to respond to and phone calls to return. A new client just sent in an application, and you have to get out a welcome letter, renewal reminder and policy change update to two
ELEVATED STATUS, ELEVATED EXPECTATION How agents can meet standard of care and avoid “failure to procure” actions By Frank Huver Let’s kick this article off with a short and, I hope, easy quiz: Which of the following events will most likely happen to you? A. Get struck by lightning B. Be audited by the Internal Revenue Service (IRS) C. Receive a traffic ticket D. Be the subject of an insurance
Beyond Insurance By April A. Baker, TRA, ACRA LEAD WITH GRATITUDE It’s an effective way to increase employee engagement, productivity and retention When leading Beyond Insurance coaching and training workshops, I often begin with an exercise on gratitude, where each participant works through the following three questions: What is an issue that is consuming my energy? How do I feel as I think about this problem? What is something that
Customer Service Focus By Paul Martin, CPCU RISK MANAGEMENT AND UNDERSTANDING SPECIALTY MARKETS Specialty and niche market courses can expand your risk horizons Manufacturers, distributors, contractors, retailers, service and e-commerce operations have many common denominators. At the same time, each business sector has its own specialized business insurance and risk management demands. Think about all the specializations within these areas: hospitality, energy, farm and ranch, cyber, transportation, healthcare, large commercial.
