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Mei Wong, former fashionista turned data scientist, explains why most insurance agents' data sets aren't worth as much as they could be. And how to fix that. In a world of trillion dollar data sales, this is one you don't want to miss.
Wilber Price Insurance is where enterprise standards and pace-of-play meets small business heart and soul. Dan Chadwell, COO, explains how his 20+ year corporate career is helping drive change inside a top Nationwide agency that's turned independent. With data at his fingertips, he doesn't guess whether his service team is profitable....he knows. Here's how.
It's no secret that independent insurance agents have been frustrated with the lack of innovation inside their agency management systems. Even in 2021, many AMS' still struggle with data standardization, won't or can't connect to other solutions (or make it unaffordable) and don't provide the functionality necessary to be competitive in an Amazon world, among other things. Taylor Rhodes, CEO of Applied Systems, is working to change that. Here's his plan.
Yep, there's a wrong way to build automation. And if built without these principles in mind, it can wreak havoc on your customer experience and business process. Nate Manns, b atomic Architect, and Anna Shaffer, head of b atomic motorsports, explain where to start.
IVANS, the connectivity highway between independent agents and carriers, has only ever passed policy data through the indie agent's base tech: the Agency Management System. That changed in January, 2021. IVANS connected for the first time directly to a CRM, better agency. How have AMS' reacted? What does this partnership mean for the industry now and in the future?
Allie Vaughan and Syd Roe discuss the journey of the neon marketing crew and why creating an omni-channel insurance experience has been tougher than we originally thought.
At b atomic, we talk to insurance agency owners across the country who all say the same thing: "I want to be more efficient." They look for the promise of speed from others. "It's time to reverse that thinking," Jeromy Huerta, owner of Heritage Insurance, explains. "First, be self-aware about your inefficiency. Then, speed will find you."
Last week caught us all a bit by surprise. 2 major acquisitions happened in the IA channel. Bold Penguin to American Family Insurance. And EZLynx to Applied. We focus today on the latter. Our big question: does this truly help the independent agent win?
Jack Wingate, CEO of ALLCHOICE Insurance, isn't one to shy away from a little risk. He was one of the first to take on content marketing (still produces weekly content years later), didn't raise an eyebrow at truly investing in brand, has helped lead the conversation around insurance automation....and now? He put all his carriers on one zoom during a world pandemic. Find out how it went.
Ben Zauski, a quantitative investment analyst, tackles The Question around predictive intelligence. If we're basing impactful business decisions both at an agency and carrier level off these analytics, how accurate are they really?
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