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.
The Agents Council for Technology (ACT)
The Agents Council for Technology (ACT) was established by the Big I and is a partnership of independent agents, companies, technology vendors, user groups and associations dedicated to enhancing the use of technology and improved work flows within the Independent Agency System. Its major areas of focus are agent and agent-carrier productivity, Internet marketing, agency security, as well as understanding strategic trends that will drive future consumer expectations and business opportunities. The ACT website
is a great resource for articles, webinars, videos and more on agency management, social media and technology related topics.
AMS Selection Workbook
Selecting an agency management system can seem like an overwhelming task. Whether this is your first management system or you are replacing an existing system this is an important decision for any agency. Requirements may vary from agency to agency due to lines of business, accounting operations, document requirements, digital marketing, integration with current systems, carrier downloads and budget. In order to assist you with this process, the IIANC Agency Management and Technology Committee has put together this workbook focused on questions to help in your system selection.
Please note: this workbook and other special AMS selection features are available to IIANC members only. You will need to log into our website to access these materials.
AVYST: eForms Wizard
Are your producers still writing on yellow notepads or ACORD apps and waiting until they are back in the office for agency staff to input into your agency management system? Are you tired of the back and forth with carriers because your producers forget to collect all the data needed at the point of sale? Are your producers not cross-selling because they are uncomfortable with the product? IIANC has partnered with AVYST to give our members complimentary access to a tool that enables your agency to swiftly collect and share submission data with your agency staff and carriers. Learn more >>>
Websites, Digital Marketing, Call Center
The 24/7 Agency Solutions Program was created to help IIANC member agencies develop effective strategies to offer a more modern and efficient customer experience. We've partnered with best in class vendors for website design, digital marketing, mobile apps and after-hours phone service and can offer IIANC members exclusive discounts.
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Through the collaboration of the IIANC Agency Management & Technology Committee and our staff, we're pleased to provide our members with a variety of resources offering information on the latest automation and technology issues and trends. This is an ever-growing section of our website so please check back often for updates.
10 Ways to Better Secure Your Agency Data
(IIANC Agency Management & Technology Committee, June 2015)
Numerous posts are available on IIANC's blog, Insurspective, on automation/technology related topics. Search for Categories such as "Social Media", "Insurance", "Marketing", "Technology", "Sales" or for past posts written by George Robertson.
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