In this article we consider the financial elements of a business case for moving to a new operating model based on a centralized approach to data management and protection.
Tag: Technology and Infrastructure
Taking Baby Steps to Transition to a Digital Insurance Brokerage
There’s no doubt you’ve heard the phrase “going digital.” For many brokers and agents, that sounds time-consuming, complex, and downright scary. Continue reading “Taking Baby Steps to Transition to a Digital Insurance Brokerage”
Can The Right Insurance Broker Platform Help You Survive a Soft Market?
I’ll give you the bad news first: the insurance industry is in the midst of a soft and still softening market. In most industries, a soft market simply means more sellers than buyers.
Continue reading “Can The Right Insurance Broker Platform Help You Survive a Soft Market?”
How to Introduce Insurance Agency Management Systems to Your Team
When new technology becomes available, the people behind that technology quickly get to work marketing and selling their solutions to decision makers within their industries. Of course, when technology is Continue reading “How to Introduce Insurance Agency Management Systems to Your Team”
Next-Gen Insurtech Fosters More Meaningful Customer Engagement
There used to be a time when everything was analog pen and paper, rotary phones, and cable-driven machinery. Those days are, of course, long gone. Continue reading “Next-Gen Insurtech Fosters More Meaningful Customer Engagement”
3 Ways to Transform Your Insurance Agencys Data into ‘Quality Data’
For most companies, the problem isnt data collection. Its what to do with the data they have. After all, what good is data if it just sits there and does nothing?
Continue reading “3 Ways to Transform Your Insurance Agencys Data into ‘Quality Data’”
The Top 3 Reasons Customer Data Goes Unused in the Insurance Industry
How’s this for a bold claim: Companies in the insurance industry are better than the NSA at collecting its customers data!
Continue reading “The Top 3 Reasons Customer Data Goes Unused in the Insurance Industry”
How to Adapt and Scale your Niche Insurance Brokerage
If it feels like every brokerage management system out there is the same, thats because they usually are. Youre not imagining things. Most platforms are designed to be rigid and inflexible.
Continue reading “How to Adapt and Scale your Niche Insurance Brokerage”
The #1 Way for Brokers to Adapt to Insurance Compliance Regulations
The sales prevention unit (also known as the compliance department) serves a vital role in insurance brokerage firms, even though every broker and agent hates to talk about it.
Continue reading “The #1 Way for Brokers to Adapt to Insurance Compliance Regulations”
3 Ways Insurance Agents Can Improve Customer Relationships
Insurance is a customer-centric business at its core. However, many insurance agents and brokers are not living up to their customers expectations when it comes to the experiences they deliver.
Continue reading “3 Ways Insurance Agents Can Improve Customer Relationships”