IIANC Technology Consultant

Independent insurance agencies are constantly looking for ways to improve their productivity and customer experience by using technology solutions. With the ever-increasing technology changes in our industry, finding and implementing the best solutions can be challenging. IIANC’s Technology Consultant, George Robertson, can assist agencies in the selection and implementation of solutions that best fit their specific agency. He can provide training to agency staff in order to facilitate their learning of new technologies to improve their daily tasks and provide a better customer experience.  
Cybersecurity has also become a major concern for insurance agencies across the country.  States such as New York and South Carolina have implemented legislation which requires that insurance agencies comply with data security requirements. North Carolina is currently considering data security legislation. George can assist agencies in the development of a written cyber security plan, education of staff, and implementation of strategies and procedures to protect their client data.  
Technology consulting services include:
  • Agency Management System Training
  • Agency Work Flow Audits
  • Cyber Security Training
  • Written Agency Cyber Security Plan
  • One-on-one Executive Advisory Sessions
Click here to download a flyer with more information.
 Contact George Robertson at grobertson@iianc.com or 336-253-3618 to discuss the exclusive IIANC member pricing on technology consulting services.

George Robertson, CISR
IIANC Technology Consultant

Follow:    @GRobertson44

George Robertson has over 25 years of experience in the insurance and technology industry, with 12 of those as a fellow independent agency owner. This means he knows first-hand the challenges you face when trying to  improve revenue and more efficiently use staff and agency management systems. His knowledge of insurance automation comes from years of study and working for some of the leading automation vendors in the industry as well as other leading technology providers. George is also well-versed in the latest social media tools and website advances and can help you implement those into your agency’s marketing efforts. George is a member of the IIABA Agents Council for Technology (ACT) Steering Committee and speaks around the country for industry associations and user groups on technology related issues.