One of the big issues I find that every agency I work with has is how to capture conversations the producer has with clients, underwriters, etc. In some agencies producers aren’t allowed to log into the agency management system to enter their documentation into an activity. Other agencies that do have producers logging into their system don’t get better results. Unless a producer has a laptop configured for access to the agency management system, the chances of them to entering this information is nil to none. Even for those producers with laptops and access to the agency management system, only a minority of them will update the system.
At Aartrijk Brand Camp Nibby Priest of Vaughn Insurance Agency, Henderson, KY asked me why agency management system vendors haven’t developed a way to capture voice – converted text in an activity. His example is that he currently uses a product PhoneTag which converts voice mails into text. So why can’t this same concept be used for capturing information into an agency management system activity?
The answer goes back to some of my recent posts about the lack of innovation on the part of agency management system vendors. I have always believed that if we can think of something a technology should do that there is someone that can make it happen. But alas agents do not have all the technology tools that they need to be effective in today’s world.
What are other ideas you have about technology you would like to see in your agency management system?
