In this episode of Agenius, OIA hosts Jeff Smith and Ashley Fitzsimmons bring together Ohio agents to share their experiences with the challenges of gathering data, and how they use it in their agency.  It takes time to enter the data, to make sure it is in a consistent format and of course, ensure its integrity.  Some agencies have gathered data over several years to create an overlook from 2 to 5 years or longer.

The data can then provide the agency with valuable information about revenue by client, policy and carrier, policy count and employee workload and productivity.  Analyzing the data can give the agency important knowledge about customer behaviors for the agency to anticipate and be proactive in meeting the customer’s needs.

In this episode of Agenius, COVID-19 has made working remotely a necessity and reality for agencies.  A recent OIA survey showed 75% of independent insurance agencies are not equipped for their employees to work remotely while 25% are prepared and have the technological capabilities for their employees to work remote.

OIA host Jeff Smith brings together OIA’s Technology Workgroup members  this week to share practical tips and tricks for you and your agency to work remotely. These agency thought leaders range from small family agencies with 5 employees to large with multiple locations and over 60 employees.

While we are all dealing with this unique situation the best we can it does create some opportunities. Tune in to learn how these agencies are leveraging this opportunity to transform their teams, workplace and relationships with their clients. This roundtable discussion will provide practical business continuity plans for your agency so you can focus on being a modern risk management advisor to your clients.

In this episode of Agenius, OIA hosts Jeff Smith and Ashley Fitzsimmons bring together Ohio agents to share their experiences with growing their agency. More specifically, hear their strategies for lead generation, prospecting and technology solutions in order to grow their pipelines.

Episode 3

In this episode of Agenius, OIA hosts, Jeff Smith and Ashley Fitzsimmons bring together Ohio's leading independent insurance agents to discuss their insights and personal experiences leveraging technology solutions from planning to implementation.

Welcome to the OIA's podcast called Agenius, the OIA has a very rich history stemming back to 1917. Ever since our inception, we have been independent agent's strategic advisor, guiding them every step along their way. Join us on this journey as we discuss the best technology practices, unpack industry data, and discover innovative agency insights from thought leaders across the industry.