Insurance Agencies of the Future
This is the 1st post in a series that will be Titled “Insurance Agency Technology”. Last week I posted “Warning! I’ll Be Stepping on Some Toes, Even Mine”. In order to add new technologies it is necessary that what you already have is implemented and being used properly and to its fullest potential.
Is your equipment up-to-date? Are your programs up-to-date? Have changes to programs been reviewed, defined and implemented? Are there missing pieces?
This past week I attended the Spring ACT meeting. Following that I have been following the tweets from the AAMGA Automation & Technology Conference. It seems the discussions at each are similar. The ACT meeting’s primary focus is on the retail insurance agents. AAMGA is focused on the wholesale broker market.
My comments in this and following articles are not meant to be critical of either of these organizations. They are directed to those in the industry that are not adopting these technologies. Most of these issues have been discussed many times before, we have great workgroups and create wonderful reports and actions.
However, the agency force as a whole doesn’t seem to be moving forward as if these issues are important. Why?
