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Technology

    DIGITIZING THE APPLICATION AND RENEWAL PROCESS

DIGITIZING THE APPLICATION AND RENEWAL PROCESS

  DIGITIZING THE APPLICATION AND RENEWAL PROCESS: THE AGENT AND CLIENT PERSPECTIVE To remain competitive, agents must modernize their client experience strategies and technology By Dan Post Customer expectations are changing in every industry, prompting businesses to find new and innovative avenues to sell their products and services. For example, you can now order groceries online, restaurant delivery apps are thriving, and you can even use your smartphone to find

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    ACCESS YOUR DATA 24/7 AND PROTECT IT IN THE CLOUD

ACCESS YOUR DATA 24/7 AND PROTECT IT IN THE CLOUD

TechKnowFile By Doug Wertz ACCESS YOUR DATA 24/7 AND PROTECT IT IN THE CLOUD First-hand experiences around getting buy-in, making the switch, and moving forward Insurance agencies and brokerages should consider moving to the cloud to provide 24/7 access to data and ensure that their information is backed up and secured. At Clockwork Insurance Services, Inc., where I serve as director of IT and claims administrator, we moved to the

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    INSTAGRAM SUCCESS FACTORS

INSTAGRAM SUCCESS FACTORS

Tactical Tech By Chris Paradiso INSTAGRAM SUCCESS FACTORS There’s more to your agency having an impact than the number of likes a post receives Like many social platforms, Instagram—the photo and video sharing social networking service owned by Facebook—uses an algorithm to decide which posts/content to show to its users. For success on Instagram, it’s important to know the main ranking factors and understand how to play within its algorithm

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    AUTOMATING CERTIFICATES OF INSURANCE

AUTOMATING CERTIFICATES OF INSURANCE

TechKnowFile By Lana Mawhinney, ACRA, CRA, CIC, CISR, CPIW AUTOMATING CERTIFICATES OF INSURANCE Educate your clients, from social inflation to nuclear verdicts Digital certificates of insurance (COI) are an essential component to engaging with your clientele who desire to increase productivity and response time. At Universal Business Insurance, we assess our clients’ (and prospects’) vulnerabilities from a risk management perspective, develop a written service plan strategy and continually audit their

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    MARKETING AUTOMATION

MARKETING AUTOMATION

TECHNOLOGY MARKETING AUTOMATION Five tips to optimize your tech and grow your benefits business By Matthew Davis It’s no secret that the way companies market to consumers is changing. “Changing customer expectations” has become a buzz-phrase across all industries. For businesses to be successful, they must understand what their prospects and customers want and how they wish to be marketed to. However, it is important to first understand why customer

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