Technology TECH EVOLUTION: LESSONS LEARNED Wisdom gained over time can help agency professionals ride the next insurtech wave By Elaine Nance When I started as a licensing specialist in 2003, it was still largely a paper-based process. We had the technology to accept clients’ demographic information electronically, but many people were reluctant to share confidential information online—despite rigorous security protocols. We created fillable versions of the different state application forms
Technology
TechKnowFile By Monique VanMeter MOBILE ADOPTION: OVERCOME THE FEAR OF TECHNOLOGICAL CHANGE Become comfortable and gain control and confidence with new technologies As a corporate trainer at Sunstar Insurance Group in St. Louis, I often encounter people who fear change and worry that new technologies will slow them down. At Sunstar, I’m responsible for ensuring our Applied Epic database is configured to its full potential, and I can show our
Technology WICKED SMART PROSPECTING Making every contact count with focused leads By Elisabeth Boone, CPCU New England natives are familiar with the use of the word “wicked” to mean extreme, awesome, or superlative. It’s no surprise, then, that miEdge, based in Bedford, New Hampshire, offers tools to help producers become proficient at “Wicked Smart Insurance Prospecting.” miEdge was established in 2011 as an aggregator of data sources that allow producers
Mind the Gap By Marc McNulty, CIC, CRM CUSTOMER SERVICE GAPS: DO YOU NEED MORE TECH TO PROVIDE BETTER VALUE? Focus on solutions that will allow you to better serve your clients For the past three years, Mind the Gap has explored coverage gaps along with corresponding solutions. To change things up for the start of a new year, we’re going to shift our focus this month and look at
Tactical Tech By Chris Paradiso 2020: MAKING THE BEST BETTER Tracking social platform data helps drive engagement “In God we trust. All others bring data.” While the quote’s origin is a matter of debate, its premise remains: It’s important to base decisions on accurate and timely data, not on what you think might be true. For agency owners, the saying defines many things, including the best approach to making sure
