technology providers have more functionalityyour current technology or software solution
No. 1: Pay attention to features, and use youradvocates.
agency management systemnewer, shinier solutionsYou may learn your software is able to performfunctions you were unaware of
- Is it going to do what we're asking it to do?
- Is it cost effective?
- How much time does it save, what are the efficiencydifferentiators?
- Does it allow for more meaningful interactions with ourcustomers?
- What support and resources are available to me and myteam?
No. 2: Be mindful of upcoming productenhancements.
McKinsey & Companyexisting
|No. 3: Approach new technology with a criticaleye.
- Will it speed up tasks, reduce cost and streamline existingworkflows?
- How does this new software solution impact mycustomers?
- Will it execute on my client objectives and provide a bettercustomer experience?
- Does it empower my workers to write better business, expand ourbooks of business and build relationships?
Decision-makers should be focused on long-termobjectivesEngaging with employees is critical
|No. 4: You've decided you want to upgrade. Nowwhat?
Doug Mohr is vice presidentof Industry Relations & Partnerships at Vertafore. Connectwith him on LinkedIn, or by sending email to [email protected].
|See also:
|The state of insurance technology in2018
|5 high-tech challenges (and solutions) for today'sindependent agents
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