Agencies have different workflow needs, even across multiple locations within the same agency. Carriers have varying needs regarding quote generation, policies and endorsements. And technology providers must all set themselves apart with unique features and functionalities.
The result is often too many different steps to the same end for agency personnel—and even policyholders. What's an industry to do to drive consistency and speed of implementation?
Agents Council for Technology (ACT) work groups have been focused on these goals since ACT was formed in 1997. Each work group consists of volunteers from our member agencies and brokerages, carriers, vendors, user groups, associations and consultancies. Work groups begin with the goal of address some form of technology workflow need, then meet via monthly web conference calls to discuss primary strategies for addressing the challenge. These groups are usually chaired by one or two people to keep the focus going.
Participating in an ACT work group never requires any kind of tech expertise. The best insights and ideas often come from those who understand workflows, but would not describe themselves as "techie." All voices and viewpoints are welcome, and most often, the entire work group learns by driving the issues forward and developing a consensus solution set—either resources and education for agents, or advocacy guidelines for carriers and vendors. Our entire distribution channel benefits!
Here's a rundown of our current work groups, including their focuses, expected goals and resources.
If you're interested in joining a work group, either to just listen and learn or to share in the efforts, contact ACT.