Please set up your API key!

The Rough Notes Company Inc.

Technology

    TO CHAT OR NOT TO CHAT?

TO CHAT OR NOT TO CHAT?

Industry professionals share their experiences with using online chat for business—and not just with customers and prospects I remember during my latter years    of high school—yes, I’ll date myself here—when my family first got dial-up Internet in our house, and I discovered the concept of online chat, I thought it was amazing to be able to talk in real time with someone on the other side of the country on

Read Full Article
    FIVE INGREDIENTS FOR MGA SUCCESS

FIVE INGREDIENTS FOR MGA SUCCESS

TECHNOLOGY Like a sauce that activates all the other ingredients, the right blend of technologies can elevate mundane fare to Cordon Bleu status Changes in consumer expectations and shifts within the insurance value chain present opportunities for innovative participants—newcomers and those willing to think like newcomers—to develop and serve up a menu of offerings that satisfy market appetites. Such creations require thoughtful planning and execution, not unlike what’s required by

Read Full Article
    SIX YEARS IN

SIX YEARS IN

Applied CEO looks at industry progress and future outlook In 2011, when Reid French was gearing up to join Applied Systems—and the independent agency channel—he was eager about the opportunity, in large part because of his view of the industry. “What insurance agents do, and what insurance does in general, is noble,” he explains. “I truly believe that. Insurance helps people put their lives back together when something really awful

Read Full Article
    BE A PIONEER: DEVELOP YOUR OWN TAILORED SOLUTIONS

BE A PIONEER: DEVELOP YOUR OWN TAILORED SOLUTIONS

TECHKNOWFILE Canadian broker creates quoting engine based on its knowledge of the market and of customer needs and pain points Time is at a premium. Small business owners and plan administrators often lack a dedicated human resources staff. They generally can’t wait a week to obtain quotes from various insurance companies, and they don’t have time to chase after new staff for benefit enrollment forms, and they don’t have extra

Read Full Article
    CLAIMS DOWNLOAD MATURES

CLAIMS DOWNLOAD MATURES

Claims download—and other forms of download, for that matter—must continue to grow if the agency system is to respond efficiently to customer needs. When Lori Heemstra, CIC, joined Michigan-based Berends Hendricks Stuit Insurance as commercial lines division manager a number of years ago, the agency wasn’t using commercial lines real-time or download functionality. “We weren’t really active in that,” she recalls. But Heemstra, who chairs the Applied Client Network Member

Read Full Article
rn-subscribe-sidebar-cta_magazine rn-subscribe-sidebar-cta_blog

Trending Tweets