The State of Insurance Agency Technology: Priorities and Challenges


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Editorial Webcast Sponsored by:

Insurance agency staff and leaders continue to struggle with technology adoption and implementation. While the events of the last few years moved insurance-technology adoption forward, particularly marketing technology, recent history also underscored the vital role of independent agencies in helping consumers understand and mitigate risk. But the value of creating an engaging digital experience in the insurance business goes beyond online bells and whistles. It's about maximizing digital tools to turn younger buyers into loyal lifetime customers, creating an industry culture that attracts and retains top talent, and establishing a larger footprint for each independent insurance agency.

Join this complimentary webcast for a discussion with Chris Cline, the newly appointed executive director of the Big I's Agents Council for Technology. The discussion will help insurance professionals feel empowered to select the right tech tools or adjust their current tech stack to exceed the expectations of today's insurance consumers. Topics addressed will include:

  • Cybersecurity challenges facing insurance agencies as well as the available cyber risk mitigation strategies;
  • How insurance agency technology can support business longevity;
  • The mission and value of the Big "I" Agents Council for Technology (ACT) for insurance agents and brokers;
  • And more!



Chris Cline |Executive Director Agents Council for Technology |IIABA

Chris was recently named executive director of the Big "I" Agents Council for Technology (ACT). Cline comes to this role after having been with Westfield Insurance for 28 years. His most recent position there was national agency distribution leader, which called for directing agency life cycle management and overseeing existing and emerging agency technology. Cline has been the host of "Closing the Gap," a podcast for independent insurance agents, and has also worked in partnership with the Big "I" in a number of areas, including the Trusted Choice® consumer brand and on various ACT projects.

Joel Zwicker | The Insurance Evangelist | Agency Revolution

Joel has helped hundreds of independent agencies improve KPIs and achieve growth objectives. He coaches them in their digital transformation by helping them leverage digital marketing, marketing automation, and content marketing. For 11 years he was an independent agent and oversaw the marketing efforts for a large insurance agency. Joel opened multiple branch offices and spearheaded the agency's initiative to become one of the most liked insurance agencies on Facebook.

Elana Ashanti Jefferson | Executive Editor | PropertyCasualty360.com and NU Property & Casualty Magazine

She is a veteran journalist and communications professional based in Denver, Colorado.

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