38 | JUNE 2019 | NATIONAL UNDERWRITER PROPERTYCASUALTY360.COM
Insurance technology is a hyped topic that dominates every industry journal and event. Experts say it’s the future of insurance. If you’re a traditional retail agency, where does that leave you?
It’s all a matter of perspective. The term
“Insur Tech” simply describes the process of
leveraging technology to conduct business in new,
more efficient ways.
The good news is that Insur Tech is an equal-opportunity pursuit. Brick-and-mortar insurance
agencies are not excluded.
If you run a traditional retail agency, the future
still belongs to you, but only if you believe in it
and prepare for it.
Here are 14 simple ways to beat Insur Tech
competitors at their own game:
Morning Kickoff. You may have Alexa at
home, but are you deploying her power
at work? Consider programming Alexa
to report on sales volume and upcoming
appointments and events at the morning
kickoff each day.
Phones. You don’t need a traditional phone
at every desk anymore. Team members can
work from their smartphones while logged
into a central communications app. When
they dial out, it shows the company name.
When calls come in, the caller selects the
reason for the call, and the call is routed to
the most appropriate and available team
Voicemail. Nobody likes to leave a
voicemail. Through Insur Tech, we have
eliminated the need to do so. Phones can be
staffed during high-volume business hours.
After hours, callers can be directed to a
website for service. Last year, my company
sold 367 policies through our website after
How to Beat the InsurTechs
INSURANCE TECHNOLOGY IS AN EQUAL-OPPORTUNITY PURSUIT.
TRADITIONAL RETAIL INSURANCE AGENCIES ARE NOT EXCLUDED.