This is a more interactive session. Please get involved.
How many long term agents in here? Could you imagine doing what you can now 30 years ago?
Chat is a ton better than Email. Shows availability.
We are an insurance technology company. Our products are right here.
Implementing Technology in Your Agency - Laird Rixford, ITC
in Your Agency
Be the nerdiest agency in town!
Laird Rixford / @lrixford
Any sufficiently advanced
Arthur C. Clarke
What can technology
How technology helps your agency.
• Improves communication and collaboration
• Improves the sales process
• Saves time by automating mundane
• Creates accountability
• Mobilizes the workforce
Across the hall or across the world.
• Microsoft Exchange (via Office 365)
• Gmail (via Google Apps)
• Skype for Business (formally Lync)
• Google Hangouts
• File Sharing
• Google Docs
• Video conferencing
• Screen share
• White boarding
• Vonage for Business
• Mobile Access
• Access to resources on the road
Faster close means happier clients and owners!
Improving Sales Workflows
• Insurance Website Builder
• Lead management
• Comparative rating systems
• TurboRater (are there any others?)
• Automated marketing systems
Oh, This is SOOO
Get rid of those mundane and boring processes.
The Boring Stuff
• Automate follow-up marketing
• Management system downloads
• Minimize data entry
• Stop filing, start scanning!
• Taking payments?
• Set up a kiosk at front desk to give easy access
to carrier payment pages.
• Notifications and alerts
Protect employees and the agency itself.
Technology is key to mobilizing your workforce.
• …remote employees
• …the ability to work from home during
• …the ability to work after hours (or prevent
• …a workforce able to work anytime and
Reliance is a bad thing.
Drawbacks of Technology
• Creating open and collaborative
environments creates security concerns.
• Abuse of oversight
• Over reliance on technology is dangerous.
• Never trust a backup
• Prevents employees from disconnecting.
Happy employees have a life.
• Must keep up with change.
Choose and implement wisely.
Best Practices for Adoption
• Pick technologies that will compliment your
• Implement slowly, yet methodically.
• Don’t overdo a technology revamp. Let users get
used to the change. As they adopt, introduce more.
• Involve staff in the discussion of technology
implementation. They use it daily; get their buy-in.
• Develop an advocate for change.
• Don’t upgrade for the sake of upgrading.
• Upgrade technologies as they become obsolete.
Don’t forget to fill out your surveys!
Laird Rixford / @lrixford