Insurance
Expert Tips for Successful Insurance Digital Transformation
Reading time: 4 minutes
When it comes to digital maturity, 67% of insurance companies are still stuck at the traditional level according to Forrester’s Future Fit Survey. They aren’t taking advantage of technology to connect their siloed systems and automate their manual processes, making it difficult to meet customer demands and stay competitive in the marketplace. In our recent...
Salesforce Platform
12 New Year’s Resolutions for Salesforce Users
Reading time: 4 minutes
As the new year unfolds, Salesforce users are setting resolutions to propel their skills, amplify efficiency, and elevate their contributions to their organizations. I sat down to think of all the major themes in the past year that customers, prospects, and community members struggled with and asked me how they could be addressed. I also...
Insurance
7 Strategies for Enhancing Insurance Agent Recruitment
Reading time: 4 minutes
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day one. By implementing effective strategies to better engage insurance agents during the recruiting and onboarding process, agencies and brokers can create...
Financial Services
Insurtech Trends Uncovered at ITC Vegas 2023
Reading time: 2 minutes
I had the privilege of attending ITC 2023 in Las Vegas last, gathering with insurance leaders, tech entrepreneurs, investors, and clients to learn about the latest insurtech trends and how technology is helping insurers navigate industry shifts. There was amazing networking, insightful thought leadership, new technology capabilities that can be leveraged to help insurers, and...
Insurance
7 Salesforce Features Empowering Insurance and Underwriting
Reading time: 3 minutes
In the fast-paced world of insurance, staying ahead of the curve is crucial. Salesforce, a leader in customer relationship management (CRM) platforms, has introduced several game-changing features in 2023 to enhance insurance and underwriting claims processes. These cutting-edge tools leverage Salesforce’s expertise in technology and customer-centric solutions to streamline operations, improve efficiency, and deliver exceptional...
Insurance
7 Key Areas to Leverage AI in Insurance Solutions
Reading time: 3 minutes
Between World Tour NYC ‘23 and CNX23 in Chicago, the announcements of Salesforce AI have been a major buzz around the ecosystem. Learning how to apply it to your industry is important due to its transformative potential and numerous benefits. Since I’ve been focusing on the insurance industry for several years, I want to put...
Insurance
The Smarter Approach for Recruiting Insurance Agents and Faster Onboarding
Reading time: 2 minutes
We cannot yet know the long-term implications of the COVID-19 pandemic. The outbreak has presented major challenges to all kinds of financial service businesses as they rush to shift strategies and tactics in response to changing customer needs. For insurance carriers, likely effects of the pandemic will include slower growth, additional pressure on profitability, as...
Insurance
How to Improve the Customer Experience in Insurance
Reading time: 3 minutes
Growing a base of satisfied and engaged policyholders will pay significant dividends for any carrier, agency, or brokerage. A great customer experience isn’t just a nice-to-have anymore – your customers demand it. The average customer spends 67% more in the 31st-36th months of their relationship than in their first six months. And 33% of Americans...
Insurance
Digital Transformation in Insurance Quote to Issue
Reading time: 4 minutes
Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a quote. So that quote needs to provide more than just numbers, it needs to provide an experience — and a good one at that....
Insurance
How to Improve the Claims Management Process
Reading time: 4 minutes
What does your claims process look like? Most insurance carriers typically have confusing multi-tiered processes that the average customer struggles to figure out and ignores the emotional journey the claimant is most likely going through. Customers expect digital self-service experiences in everything from food delivery, same-day shipping, to breaking news on social media; they’re going...