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
to download a flyer with more information.
Contact George Robertson at firstname.lastname@example.org
or 336-253-3618 to discuss the exclusive IIANC member pricing on technology consulting services.