Resource Center

Artificial intelligence (AI) continues to be a hot topic in the industry. Never has a particular technology held so much promise and, yet, so much hype and misunderstanding. Being able to quickly comprehend the rapidly evolving role that AI and machine learning (ML) technologies play in content management is key. Armed with this knowledge, you can leverage AI to work for your business.

Download this guide now to get insights on some of the available AI offerings and how you can use them to enable better access to critical information. The guide also explores:

• Some practical applications of readily available AI services
• Real-world use cases and how organizations are driving business value
• Key considerations for getting started

Learn how AI and content services can help you transform your business for the better.

With the current state of the world decreasing the amount of in-person interactions, the digital experience you provide to customers (and employees) is more important than ever. You may need to upgrade your digital capabilities in order to grow and do business as you’ve never done it before. 

Download this white paper now for 6 ways to ensure you launch or revamp your digital experience to give both clients and staff the best experience in this digital age. Topics discussed include:

• The importance of of electronic signatures
• The benefits of online payments
• Ways text messaging enhances client communication
• And more…

As the world continues to shift into more digital interaction, your clients and staff expect your organization to do the same. By modernizing your agency, your staff will have more time to focus on what’s important: fostering client relationships and generating new revenue.

It’s no secret that companies that fail to evolve go out of business. Most people don’t take carriages to work or pop in a VHS tape to watch a movie. However, it’s not just your products that need to adapt — your back office must change as well. To make sure you’re set up for success, you can use Agile methodology to help transform your back office for the new decade.

Download this eBook now to understand how you can prepare your organization to change as needed. You will understand how Agile methodology can help you: 

• Drive efficiencies and continuous improvement,
• Upgrade the agent, broker, and end-consumer experience, and
• Improve talent recruitment and retention

PLUS — get access to a customer experience quiz to gauge how well your organization provides them  what they need and want. Act now to make sure your company is not only keeping up, but getting ahead of other insurers in the market.

Even after the introduction of Enterprise Content Management (ECM) systems over 20 years ago, many businesses still face the same challenges of finding and managing information. Insurers and other financial services firms stand at a crossroads – needing to solve modern content challenges, while also minimizing the risks of modernization. New survey results pinpoint several key patterns that indicate why traditional ECM is no longer a viable option. 

Download this guide for key insights on why the promise of ECM has failed due to disconnected systems, productivity issues, and compliance complications. You will get a step-by-step analysis of eight different ECM challenges and how to overcome them, including:

• How to deliver superior, on-demand and personalized customer experiences
• Ways to cope with the flood of information
• Why out-of-the-box solutions aren't right for everyone
• How to go beyond documents and scanned images
• And more...

Plus, you’ll get a list of questions to help you decide whether upgrading your existing ECM system or transitioning to a Content Services Platform is right for your organization. Stop letting your tools hold you back and learn how they can propel your business forward.

Public entities today face far greater risks than ever before and the COVID-19 pandemic only raises more questions. It’s not immediately clear which insurance policies will come into play, so you need an overview of how coronavirus effects may be covered with different types of policies, including:

• Workers’ compensation
• General liability 
• Environmental insurance
• Travel/accident policies
• And more... 

Crises like these become even more complicated for public facilities, which could be commandeered as emergency medical facilities. You need to ensure your clients have appropriate coverage in place before things progress further.

Download this white paper now for insights on what clients should include in an emergency policy and what they should do as the situation continues to evolve. This includes what happens if they fall victim to a cyber-attack during the pandemic. Get the info you need to deliver answers and come through for your clients!

With a growing number of new technologies entering the market every day, it’s tough to know which ones will actually put your organization on a path to increased success. It helps to know what’s working for other industry leaders so you can avoid their mistakes and adapt solutions for your own unique needs. By embracing the right digital capabilities, you will shape a culture of innovation that will benefit all areas of your company.

Watch this on-demand webinar now to get insights from the Novarica Insurance Technology Research Council on the digital capabilities and priorities that are driving the future for carriers. You will learn: 

• Why digital transformation should be a top strategic priority for your company
• How other carriers are looking to improve the agent, broker, and customer experience
• The technology driving the next stage of efficiency and adaptability in insurance

Act now to learn what your competitors are doing and ensure you’re on the right path to success!

Amazon looms like a monolith over dozens of industries – hugely successful and highly profitable. However, Amazon’s success is attributed not only to the vast range of products it sells; the company also follows four guiding principles. If you learn how to implement these ideas at your agency, it can spur impressive growth and help you build your business.

Watch this on-demand webinar now to get more information from insurance industry tech expert Steve Anderson on how to model your agency after Amazon’s success. This includes:

• Measuring what matters in your agency
• Accelerating time with technology
• Making complexity simple
• Applying long-term thinking

Take steps now to take business growth into your own hands and get the tools to make your agency more effective!

The insurance industry is at a tipping point because the next generation of insurers is disrupting traditional business models. Instead of copying how things used to be done, they shed the constraints of legacy systems and identify and provide products and services that resonate with today’s digital consumer. If traditional insurers don’t adapt to this new paradigm, they risk being completely displaced from the market. 

Download this guide now to explore 8 traits of next-generation insurers, and what holds traditional insurers back from emulating their success. You will learn:

• How to avoid confusing iteration with innovation
• Why meeting the demands of today’s digital customer is more than just a mobile app
• Why your competition is now any company that exceeds customer expectations
• Strategies to help you work smarter, not harder
• And much more… 

With customer preferences continuing to evolve, you must make changes to give them what they want. Take steps now to keep up with your next generation competition. It’s time to throw out the rule book and take a new approach!

Doing things the way you’ve always done them is quickly becoming a liability. As technology changes and consumers become more savvy, a business that stays stuck in the past is going to get left behind. This is especially true when managing distribution – there’s always new producers to onboard, commissions to track, licenses and credentials to keep up to date, and dozens of other functions that need to be taken care of effectively and efficiently. You need a system that streamlines your processes, reduces time and monetary costs, and lowers risks associated with non-compliance. 

Download this eBook now to learn more about how a modern distribution management system can solve everyday problems you encounter with agents, such as: 

• Inability to attract and retain top agents
• Constant customer service calls from agents
• Shadow accounting and compensation disputes
• Penalties for non-compliance, including fines and damage to your reputation

A modern, highly-automated system brings together mobile computing, cloud-based systems, big data, and analytics to make your business more flexible and able to adapt. Discover how strengthening your internal operations can reap rewards by improving interactions with both your agents and customers.

According to a recent report, 75 percent of U.S. businesses are underinsured, and 40 percent of small-business owners have no insurance at all. That means most commercial clients and prospects don’t have the coverage they need, but you can take steps to help eliminate their coverage gaps. Help customers cover risks they face, but aren’t considering, and grow and diversify your book in the process.

Download this eBook now to understand why people don’t buy insurance, where to find them, and how you can cross-sell your way into the gap. You will learn five ways to help them, including:

• NatCat add-ons, such as private flood and earthquake 
• Cyber 
• Business interruption  & CBI
• Filling liability gaps, including professional liability, EPLI, and commercial umbrella
• Specialty lines, such as engineering and construction, as well as e-Commerce

As your agency faces pressure from the commoditization of personal lines and tech-driven automation – a move into more complex commercial lines offers you promising growth opportunities – discover how you can improve trust and help the underinsured now. 

The “protection gap” is another way of talking about uninsured losses. Not only does the gap exist everywhere, it’s estimated at $180 billion. This gap represents opportunities for smart agencies who target those who can afford insurance, but still don’t buy it. A good way to help clients to bridge the gap is to start with cross selling.

Download this guide now for a look at five large opportunities to cross sell. You will learn how to increase your book of business by helping your customers cover risks they face but aren’t considering, including:

• Natural Catastrophe (NatCat) add-ons
• Cyber
• Business interruption (CBI)
• Liability gaps
• Other Specialty examples

Going the distance for your clients means presenting a wider range of options. Knowing how to fill in protection gaps properly can help your business soar to new heights.

More than half of mobile device owners say they use smartphones or tablets when shopping to compare prices or look up product information. The best way to develop long-term relationships is through personal interactions. When you present clients with a range of policy options while also providing professional expertise, you stand out amongst other agencies and direct policy writers.

Download this eBook to learn more about how to choose a comparative rater solution that allows you to quote personal lines from multiple carriers while you’re on the phone with customers. You’ll learn how you can:

• Standardize workflows to increase your agency’s efficiency and profitability
• Offer the best price and coverage for customers
• Increase choice and flexibility for customers, as well as speed and accuracy
• And more…

Find out how you can have more time to focus on your customers and grow your book of business!

Many large insurers want to increase staff, but it’s getting more difficult to find the right people to fill the empty roles due to the extremely low unemployment in the industry. To compete, carriers need to create a more dynamic, engaging workplace to attract and retain talent.

Download this guide now to understand the importance of creating a happy, healthy, and empowered workforce, including: 

• Bolstering productivity
• Advocating for empowerment
• Reducing costly mistakes
• Next steps you should take

Learn how you can make the right choices for a better workforce.

Customers today are used to researching and making decisions faster than ever before, which can make it harder for you to quickly close new opportunities. Shorter time frames means you don’t always have time to build trust and rapport with clients. To maximize your time with your customers, you must be efficient and have accurate and useful data at your disposal. You must also meet the growing demands for a rapid customer experience.

Download this eBook now to understand the importance of real-time data and the cost of using “old” data. Better data means it is easier to close a client because you are not as vulnerable to:

• Inaccuracies
• Missed opportunities
• Chargeback fees
• A poor customer experience

Act now to discover how to embrace the speed of the future and ensure your agency is set up for success!

Are you retaining employees? What would happen if you lost your top performers? Employee retention is critical to the success of any business, but the healthy economy, low unemployment, and rising employee expectations have created the perfect turnover storm. Take a look at your agency and ask yourself if you are doing enough to retain your talent. If the answer is no – you must take steps now.

Download this guide now to get insights into the critical areas on which you can focus to mitigate turnover, including: 

• The importance of clear expectations and goals
• Why it’s essential to recognize and reward
• How you can set employees up for success

If you understand your employees’ daily workflows and pain points, you can make their work lives better and more comfortable. Get the answers you need now to keep employees satisfied. 

More than half of mobile device owners say they use smartphones or tablets when shopping to compare prices or look up product information. The best way to develop long-term relationships is through personal interactions. When you present clients with a range of policy options while also providing professional expertise, you stand out amongst other agencies and direct policy writers.

Download this eBook to learn more about how to choose a comparative rater solution that allows you to quote personal lines from multiple carriers while you’re on the phone with customers. You’ll learn how you can:

• Standardize workflows to increase your agency’s efficiency and profitability
• Offer the best price and coverage for customers
• Increase choice and flexibility for customers, as well as speed and accuracy
• And more…

Find out how you can have more time to focus on your customers and grow your book of business!

In a market where anyone can get insurance coverage with just a few taps on their phone, it is tough to remain profitable and stand out from the crowd. You must position your agency so that your producers can quickly gain the knowledge necessary to write new business and provide exceptional customer service.

Download this Buyer's Guide now to learn about what challenges you may need to overcome to grow your book of business, such as dealing with disparate information and knowing what questions to ask, as well as methods successful agencies use. Critical factors include having easy access to:

• Insurance publications
• Coverage checklists & risk profiles
• Carriers & their forms/information
• And more…

Do you have the right tools in place to help expand your book of business? Ensure you know what the must-haves are to help your agency break away from the pack!

Adjusters need tools that are simple and don’t require a great deal of extra equipment in order to maximize their efficiency in the field. Having to perform many tasks “on the go”, they need all the functionality typically available at a desk, but in mobile form. One option is to use smartphones adjusters already have with them, leveraging apps specifically developed for efficient voice recording that supports speech-to-text document creation to further connect with existing claims processing systems.

Download this eBook now to get more information on how to optimize the tools your adjusters’ use. You’ll discover how you can:

• Automate routing of voice recordings, transcription, and document creation to reduce workload for adjusters responsible for generating their own reports
• Increase data security to safeguard sensitive information recorded in the field
• Reduce complexities in claims processing resulting in more organization, fewer errors and tangible time and cost savings 

Make sure your whole team has the resources they need to stay competitive and reduce burnout, while increasing claims efficiency to exceed customer expectations.

In today’s fiercely competitive P&C market, everyone is looking for ways to differentiate. Some carriers have turned to aggressive pricing or specialized products. However, the greatest opportunity may be for organizations to build their brand while ensuring policyholders get an exceptional claims experience. Policyholder satisfaction is especially vital in the digital age, where, with a single keystroke, policyholders can share their experiences — good and bad — with a vast online audience. Reputations can rise or fall on social media. This is why you must focus on policyholder experience now and make sure you influence and control it for the better.

Download this white paper now for best practices that can raise the customer experience bar and set the foundation for long-term, positive relationships. These include:

• Why you should invest in advanced technology and where to focus
• How to offer services that go beyond traditional loss adjusting
• Ways to foster trust through transparency

In this world of instant feedback, the customer is king, and that is why optimizing policyholder experience is crucial. Discover how to optimize it now and make sure your organization thrives in this evolving landscape.