This week I attended my first Zywave Brokerage Builder Conference. Wow am I on overload. For my property & casualty friends, this product is an agency management system built for and used by those agencies writing benefits coverages. I have watched this product grow over the past several years and it has been impressive.
The conference was a very fast paced two days. A balance of keynote speakers, product how tos, networking, user panels and of course socializing. There has to be some fun at the end of those long days of sitting in meetings and piling your brain full of information.
I really like the approach Zywave takes in teaching their users about set up of activities and attachments. They use the best practices approach of minimizing the number of activity types, matching the attachment types to the activity types and defining the conventions for descriptions. Consistency is the key to being able to quickly retrieve information from your agency management system. Consistency is also the key to successful reporting from your agency management system.
For me the most fun session was “Embrace Your Inner Technology”. My impression of what this session would be about would be the technology of Zywave. However, it was far more than that. The session covered, web conferencing, social networking and wikis in addition to the Zywave technology. The exercise for each group was to determine what technologies they would use in transacting a particular business scenario with their client.