I'm passionate about technology and how it can make agents and brokers more profitable, so it's only natural that automation-related topics find their way into my work-related goals. Perhaps other agencies could benefit from adopting some tech-based goals in their own shops.
The recently announced ACORD-User Groups Information Exchange survey results (see NU, May 29) show the extent to which agents are adopting solutions that have already been developed. Therein lies an important goal--beat the survey tabulators to the punch and learn about a feature of your agency's management system that your agency hasn't yet fully implemented. Better still, learn about two or three.
Perhaps it's accounting. Many agencies perform redundant activities and follow clunky workflows because they use off-the-shelf accounting software, rather than accounting functionality within their agency management systems. This cuts into agency profitability in a couple of ways.
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