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Creating a modern insurance experience through the use of technology.
In this live episode from the Indie Tech Showcase Experience, Patrick McBride discusses how automation can free up agency staff, improve client interactions, and increase overall efficiency. Patrick shares how his agency leverages solutions like AgencyZoom and Lightspeed Voice to streamline operations and enhance the client experience, all while maintaining the human connection that clients value most.
Listen in on this one-of-a-kind, live episode and hear Patrick break down:
How technology frees up staff to handle client concerns with more empathy and efficiency.
How using tools like AgencyZoom, Patrick’s agency automates routine tasks, allowing more time for valuable client interactions.
Well-defined processes, backed by the right tech, help agencies adapt to market changes without compromising service.
AI’s potential to enhance quoting and carrier selection, emphasizing the need for industry adaptation.
This one will have you wanting to more for sure, good thing there's a rewind button.
View all episodes
By Vertafore
4.9
3535 ratings
In this live episode from the Indie Tech Showcase Experience, Patrick McBride discusses how automation can free up agency staff, improve client interactions, and increase overall efficiency. Patrick shares how his agency leverages solutions like AgencyZoom and Lightspeed Voice to streamline operations and enhance the client experience, all while maintaining the human connection that clients value most.
Listen in on this one-of-a-kind, live episode and hear Patrick break down:
How technology frees up staff to handle client concerns with more empathy and efficiency.
How using tools like AgencyZoom, Patrick’s agency automates routine tasks, allowing more time for valuable client interactions.
Well-defined processes, backed by the right tech, help agencies adapt to market changes without compromising service.
AI’s potential to enhance quoting and carrier selection, emphasizing the need for industry adaptation.
This one will have you wanting to more for sure, good thing there's a rewind button.
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