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 Carrying 2018’s Best Into 2019

200x200.jpgIn 2018, Steve Anderson pointed out 50 technology tips that could help the independent agency channel and its operators. In January this year, he pared those to his top 10 highlights—a concise, digestible list that you can use to quickly review apps, social media, online training, and customer experience aids that can bolster your business. Look up residential and property info and get it presented in a single report. Scan documents with your phone. Document text messages for your records. Get new CSRs up to speed fast, online—including soft skills! Provide commercial fleet clients with loss prevention tools and their claims trends in an easily interpreted format. 

Take a look at Steve’s recommendations here.​

It’s a doable list, and there are 40 more options if you get really energized!

 
 
 
 
 
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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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Independent Insurance Agents.