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blog

March 20, 2017 in Digital Insurer

Exploring the InsurTech-Consumer Disconnect

Despite recent hype around the growing InsurTech industry, a new survey from Vertafore reveals consumers don’t want to share their personal data with InsurTech startups that replace human agents with technology, even if it means they get a cheaper rate. 


Robert Philips
blog

February 07, 2017 in Digital Insurer

Millennial Survey Reveals How the Most Underinsured Generation Spends on Insurance

At more than 75 million people in the US, the millennial generation is now the largest living generation. They are also the most underinsured. To help better understand why the millennial generation remains chronically underinsured, Vertafore went directly to the consumers shaping the future of insurance – surveying nearly 450 US millennials ages 18-35 on their insurance purchasing and personal finance habits. The results? A love-hate dynamic. First and foremost, it is clear that millenn...


Jessica Martin
blog

January 05, 2017 in Digital Insurer

Most Disruptive Insurtech Startups to Watch in 2017

Across the world, 2016 was the best year for insurtech companies to date. Thirteen experienced acquisitions and IPOs, a higher number than ever before. Insurtech apps are streamlining the way we approach insurance in our daily lives — from health care to automobile insurance to life and home protection — this emerging software is employing algorithms and data collecting technology to provide highly-tailored insurance policies. Let’s take a look at 5 insurtec...


Daniel Taibleson
blog

December 22, 2016 in Digital Insurer

Is Your Agency's CRM Built For Insurance?

How often do you hear stories of insurance agency’s failing to meet their sales targets? Yet, when you dig a little deeper, you realize they have with no real understanding of where their problems lie. Too often, their sales processes rely on charisma, intuition and a good dose of luck. But in a world as complex as ours, those skills are not enough....they need to be partnered with 21st century technology. Incredible advances in technology are allowing companies to restructure their sales...


Daniel Taibleson
blog

December 20, 2016 in Digital Insurer

What is CRM and How Does it Increase Leads?

What is CRM and How Does it Increase Leads? Strictly speaking, CRM is a business acronym which stands for Customer Relationship Management. CRMs are utilized across many business industries to keep track of leads and nurture them through the buyer's journey. You may think you don't need a CRM as the principal or owner of an insurance agency, but many studies have been done on the benefits of insurance agencies using CRMs. Would you believe that one study found an ROI of $8.71 for every $1.00 s...


Daniel Taibleson
blog

December 08, 2016 in Digital Insurer

6 Ways Blockchain could Disrupt the Insurance Industry

There’s been a lot of InsurTech news in 2016 but no topic has commanded the attention of the insurance technology community like the potential of blockchain. It’s still early in the hype cycle and it’ll take a few years for today’s ideas to become tomorrow’s new normal – but some of these ‘crazy’ out-there ideas are coming to reality much, much sooner. Some, like SmartContracts, are even available today. The real question is: What are...


Daniel Taibleson
blog

December 06, 2016 in Digital Insurer

Improving Your Sales Performance With Steve Anderson: Cross-selling and Upselling

December is a time for reflection. For most of us, this means taking a hard look at the performance of our business and reviewing the numbers. It's a time for us to see how we've done, what's worked, what didn't, and figure out what we might want to change about the way we attack the new year.  As we head into the last month of the 2016 we're transitioning our focus on the Vertafore blog to help you address one of the most important aspects of your business in 2017: Impr...


Daniel Taibleson
blog

November 29, 2016 in Digital Insurer

The Future of Insurance is in the Hands of Millennials Part 1: How to Capture Millennial Customers

Image credit Millennials: they inspire countless magazine cover articles and speeches about how "horrible" the generation is, yet those who were born between 1980 and 2000 are the most powerful force in America's economy – including for your insurance business. Pew Research Center reported this year for the first time millennials overtook Baby Boomers as America's largest generation. Not only do they have more purchasing power than any other cohort, they’...


Daniel Taibleson
blog

November 29, 2016 in Digital Insurer

The Future of Insurance Is in the Hands of Millennials Part 2: How to Hire Them Now

image credit You may feel out of touch or challenged when hiring millennials for your agency, but research shows they are vital to the long-term success of insurance. Hiring young producers, those born between 1980 and 2000, helps business when you provide them with the right tools. The 2016 Reagan Consulting Best Practices Study found millennial agents drive organic growth, while multi-generational agencies are the most likely to achieve long-term independence. A fourth of agents are expect...


Daniel Taibleson
blog

November 24, 2016 in Digital Insurer

Customer Service is Not a Competitive Advantage

Customer service is not enough Does your agency believe that customer service is your competitive advantage? Carriers, MGA/U’s, how you about you?   Agency and Grow consultancy owner Jason Cass has some bad news for you: “Customer service means nothing.” How can that be?! Well, Cass says providing customer service are table stakes – “It’s what the client expects,” and in an era with increasing competition from Insurtech sta...


Daniel Taibleson
blog

November 22, 2016 in Digital Insurer

FinancePro DocuSign Integration brings ease of eSignatures to MGA-MGUs

FinancePro and DocuSign Integration brings ease of eSignatures to Managing General Agents and Managing General Underwriters How many times have you closed a deal over the phone only to end up waiting for days for an agency or carrier to get back to you with signed paperwork? It’s frustrating, right? You’d rather get the deal done today. Right NOW if you could! Now you can. Here’s the reality: Customer demands and expectations change at the speed of technology. The insurance i...


Milena Babayev-Gurvits
blog

November 17, 2016 in Digital Insurer

What is a Net Promoter Score and How Insurance Agencies Can Calculate It

Growing Customer Loyalty and Satisfaction Pays Customer satisfaction measures how your products and services meet, exceed, or fall flat of customer expectations. Customer experience, on the other hand, sums up every experience customers have with you over time. It is more about how they feel, what they think about you, and who they talk to about it—which brings us to loyalty. Traditional loyalty programs don’t usually work well for insurance agencies. With a limited number of custo...


Daniel Taibleson
blog

October 20, 2016 in Digital Insurer

Do You Run Your Insurance Agency Like Amazon or the DMV?

How well is your insurance agency meeting customer expectations?  We like to believe that our customers have so-so experiences. Customer experiences that aren’t great, but aren’t bad enough to make them look elsewhere either. Unfortunately, in 2016, that’s just not true. Your customers are constantly being bombarded with marketing messages from competing local insurance agencies, carriers, direct writers and online self-service platforms being developed by insurtech start...


Daniel Taibleson
blog

October 14, 2016 in Digital Insurer

How Much are Your Satisfied Insureds Worth?

Data supports happy customers as key to agency growth   Customers these days have a lot of options. When it comes to finding new customers, insurance agencies and carriers do not. Growth is the name of the game in insurance, and right now, the game is getting tough. P&C carriers and agents like yourself are feeling the squeeze with a slowing population growth and latest Reagan Big I study revealing that organic growth has been on the decline for the last three years. On top of that, ...


Daniel Taibleson
blog

October 11, 2016 in Digital Insurer

A History of Disruption: 5 Industry-Leading Companies That Didn't Evolve Fast Enough to Survive

Companies today have two choices: evolve with technology or go extinct. This certainly holds true for the insurance industry where emerging insurance technology (insurtech) is putting pressure on many in the industry who are slow to adapt. As you can see from the timeline above, this isn't exactly new. And in case you don’t think it could happen to you, the following examples show this belief can turn disruption into failure no matter WHAT industry you work in! Related: Watch the exceedin...


Arleah Clark
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