Best Practices

Resources

• The Master Guide to Grow Your Insurance Agency in the Digital Age

  From Agentero

  Modern-day insurance agencies reflect the need for renowned digital strategies in order to sustain long-term growth. Download this in-depth guide to learn tips and tactics to grow your insurance business by improving acquisition, conversion, retention and revenue:

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• How Insurance Carriers Can Increase Premium Growth

  From Glia

  The customer experience has become a primary driver for both attracting new customers and retaining existing policyholders. As the customer experience becomes entirely digital, this is where insurance providers need to differentiate themselves from the pack. Discover how carriers can sell more online, improve servicing speed and satisfaction, and empower agents to place more business.

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• Insurance & Personal Finance: Toward a New Understanding of Financial Literacy

  From Cake & Arrow

  As new financial pressures and realities converge with an explosion of new financial tools, trends, and instant access to an abundance of information, how is the way people are thinking about and managing their money evolving--and what does this mean for the insurance industry? Download this report to find out.

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• Insurance CRM vs. Agency Management System: The Differences, Similarities, and Uses

  From Vertafore

  So, you want to know the difference between an insurance customer relationship management (CRM) solution and an agency management system (AMS). Well, you’ve come to the right place! Access this article for a comparison to help determine the best solution for you.

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• A New Era in Drone-Based Property Inspections

  From Eagleview

  Technological innovation is changing insurance claims every year. Cutting-edge drone tech advancements deliver the intelligence and automation tools that are needed to help speed the rapid digital transformation in the P&C insurance industry and help solve insurance’s most pressing challenges. Drones are here to stay and they’ll only become more popular (and more useful) into the future. Download this white paper and learn how to overcome barriers to drone adoption.

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• The New Claims Value Chain: A Different Way to Work

  From Speech Processing Solutions USA Inc.

  In the new world of remote work, insurance professionals need to be at the top of their game in a highly competitive industry where consumers demand speed, accuracy and attentiveness. Download this tip sheet and learn how team members across the claims processing chain can drive process efficiency, foster collaboration and deliver excellent customer service to meet these expectations.

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• Three Visions for Empowering Independent Agents: Cultivating an Ecosystem of Trust for a New Generation of Small Business Owners

  From Cake & Arrow

  Small businesses have a long road to recovery ahead. For some, it could take years to return to their pre-Covid baseline. Independent agents, with the inroads and infrastructure to connect small business owners, can play a vital role in quickening the recovery, rebuilding trust with the insurance industry and creating resilience for small businesses in the future. How can the insurance industry support and enable them? Download this ebook and find out.

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• Four Data-Proven Approaches to Prioritizing Agent Experience: Better Differentiation Through Unique Digital Service to Agents

  From Vertafore

  Download this white paper for analysis of a recent survey among property and casualty (P&C) insurance carriers in North America which helps identify four ways carriers should prioritize improvements to compete at the forefront of digital experience for their agents.

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• Bringing distribution management into the 21st century: How modernizing your system can keep you connected and compliant

  From Vertafore

  A good system should be able to make distribution easier for you and your agents, but do you know what an excellent, modern system looks like?

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• If You Build It They Will Come: Transforming the Agent Experience for Optimal Growth

  From Vertafore

  In this on-demand webinar, Karlyn Carnahan, Head of North America Property Casualty at Celent, reviews the data from a 2021 report about how insurance carriers can provide an exceptional agent experience by embracing advanced technology.

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• How to Boost Growth Amidst Insurance Distribution Evolution: 3 Ways for Carriers to Succeed in the Industry's Next Phase

  From Vertafore

  Effective distribution is not only a key growth driver, it’s also the best way to serve your end-insured. It’s essential to strengthen your channels moving forward to better support your business, partners and consumers. Download this eBook to learn what you’ll need to build an effective end-to-end distribution channel.

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• Improve Agent-Carrier Relationships with Insights from Agents

  From Vertafore

  Get insights from independent agents on what they’re looking for in their agent-carrier relationship so you can earn their business.

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• 3 Ways to Succeed: Improve Agent Experience

  From Vertafore

  Discover 3 ways to improve your distribution.

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• The Carrier Guide to the New Decade

  From Vertafore

  As you look forward to the next 10 years, you must make plans now and be ready to change quickly. Is your organization set up to do that?

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• Embrace the Future: How to Adapt and Evolve

  From Vertafore

  Get advice on how to find the right carrier-focused tech solutions for your business and avoid costly mistakes.

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• Unlocking The Potential of Engaged Employees: The Carrier Guide to a Better Business

  From Vertafore

  Filling open spots is tough in the current marketplace. Make sure your company is one that attracts and retains the best.

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• Innovations for Efficiency: How Insurance Companies Can Work Smarter, Not Harder

  From Speech Processing Solutions USA Inc.

  As the insurance industry gets increasing pressure to do more, faster, this eBook explores a few ways winning organizations can stay competitive and create a path for sustained success.

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• Facilitate Faster Time to Close with Accelerated FNOL Operations

  From Appian

  The claims process is a critical stage in the overall insurance lifecycle. Insurers can serve their customers more efficiently and improve service when it’s most important with a robust low-code FNOL solution. Download this white paper and learn how you can optimize your FNOL intake process to improve speed, accuracy and customer satisfaction.

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• Program Business: Technology Can Unlock the True Value of Data

  From VIPR Solutions

  Sharing data within the program business market is crucial for reporting purposes but embracing truly frictionless data sharing can also improve overall business performance - if certain challenges can be overcome. Download this free guide and learn how automated, smart systems can help improve data validation, risk management and is critical for governance reporting and value-added analysis.

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• Healthy, Happy, Hybrid: Insurance Industry Evolution in the New Digital Era

  From Speech Processing Solutions USA Inc.

  Download this white paper and learn how strategies such as integrating flexible work models and appropriately blending automation with personalized (e.g. human) service can help insurance companies meet evolving needs for running their business and for best serving their customers and employees.

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• Low-Code Guide for Insurers

  From Appian

  Download this guide to learn how low-code development can benefit your company and how to find the best platform--one that delivers powerful process automation capabilities in addition to low-code speed, catering to developers and non-technical users alike and enable rapid change by allowing users to create complex business flows in an artificial intelligence-assisted, visual, drag-and-drop design environment.

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• Voice is the Choice in a Contactless World

  From Speech Processing Solutions USA Inc.

  Create more productive, efficient, and streamlined operations with contactless solutions.

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• Voice Tech & Finding Our Footing in Post Pandemic Work

  From Speech Processing Solutions USA Inc.

  Discover how voice recognition can improve communication and productivity for your dispersed claims team.

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• Dictation solutions that deliver accuracy, speed and agility -- anytime, anywhere

  From Speech Processing Solutions USA Inc.

  Ensure your field claims management is fast, accurate and more secure.

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• Why High-Performing Agencies Use an Insurance CRM: 5 Reasons

  From Vertafore

  This eBook demonstrates how bringing organization, analytics, automation, and transparency to your agency can help you maximize efficiency and create a more profitable business.

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• How P&C Insurers Provide Digital Engagement for Premium Agent Experiences

  From Glia

  Download this white paper and learn how a digital first approach can help agents sell more and increase their annual premium, resulting in a winning strategy to supercharge your agent network.

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• How P&C Insurers are Using Digital Customer Service as a Differentiator

  From Glia

  P&C carrier contact centers are not going away any time soon and in the digital world, the quality of customer service is critical. This white paper reveals how a standalone chat is not enough to improve CSR confidence, customer satisfaction, and to differentiate yourself as both an insurer and employer of choice. Download it now to learn how greater digitization can help.

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• Video eBook: 5 Reasons High-Performing Agencies Use a Service Enablement Tool

  From Vertafore

  Is selling more insurance enough to grow your business? Watch this 16 minute video ebook and learn how you can bring organization, analytics, automation and transparency to your service department in order to maximize efficiency and create a more profitable agency in 2022 and beyond.

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• 3 Ways to Jumpstart Your Agency Growth

  From Vertafore

  After a year like no other, now is the time to make sure your team has the capacity to grow.

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• Roadmap to Becoming a Modern Independent Agency

  From Vertafore

  The time has come to embrace the promises technology can help you keep. Discover how to ensure you have what you need.

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• How the Best Insurance Agencies Stand Out

  From Vertafore

  Ensure future business success by honing in on three key areas to stand out from the competition.

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• Investing in Your Company's Future During Times of Change

  From Appian

  Find out how to keep up with customer demands and prepare for the future.

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• 7 Ways to Modernize the Claims Experience Using What You Already Have

  From Appian

  Modernizing your customers’ claims experience is the key to avoiding costly claims leakage.

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