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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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
Tactical Tech By Chris Paradiso FOCUSING IN ON VIDEO How to effectively market your business in a post-pandemic world Unless you’re FedEx or Amazon, there’s a pretty good chance the pandemic has or could have impacted your business in a less-than-positive way. Whether you provide services online or in person, I trust you were able to quickly adapt your agency’s brand to respond to a more digital and socially distant
TechKnowFile By Sheri Bruner and Jessica Nolan DIGITALIZING THE APPLICATION AND RENEWAL PROCESS Attention to detail (early and often) and a focused process can help boost adoption and positive results The biggest complaint from clients is about the sheer amount of information that’s being requested in conjunction with repetitive questions across multiple carrier applications. This process is frustrating and time consuming, and insurance agencies and brokerages are increasingly turning to
Technology RISK MANAGEMENT TECHNOLOGY Tools for monitoring and managing risk becoming integral to insurance sales By Joseph S. Harrington, CPCU Among the strongest trends in insurance marketing is the growing practice of including risk management technologies as part of an insurance program. By now, the general public is well aware of how vehicle telematics—using sensors built into or plugged into cars and trucks—can record and communicate to an insurer how
