“Innovative Approach To Training and Onboarding Account Managers (Featuring Justin Goodman) – Episode 021”
by Steve Anderson and Ryan Deeds

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Summary:

In this episode of “The Digital Broker,” Steve Anderson and Ryan Deeds speak with their guest, Justin Goodman of Goodman Insurance Services about how his agency responded to the challenge of onboarding, training, and retaining new staff by developing their own training platform – TotalCSR.

By listening to this episode, you will learn:

  • The issues involved in creating an in-house training program
  • The problems and costs that smaller agency face when training and retaining top talent
  • How this new way of training can reduce the costs and time it takes to onboard Account Managers
  • How the Total CSR training program works and why it’s changing the landscape

 


The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!

The Best Software for Managing Multiple Monitors

I have been talking and writing about the benefits of multiple monitors for years. Originally, I recommended that every agency staff member have two monitors on their desks. I now recommend three monitors for most staff positions, however, I am not convinced a producer needs three.

multiple monitors

The productivity benefits of using multiple monitors are well established. I realized recently that I have neglected to talk about additional software for managing multiple monitors so am including some options below.

Managing Multiple Monitors with Software

Most computer monitors you purchase come with software that helps you manage the monitor settings. Windows’ graphics display settings don’t let you do much beyond choosing whether to mirror your primary display or extend the desktop to all screens.

Several additional software options help you with managing multiple monitors. This type of software is specifically designed to unlock the full potential of your multiple monitor setup.

Some of the tools available in these packages include the ability to:

  • Quickly expand an open window to maximize the window across the desktop. Think about expanding an Excel spreadsheet across two or three monitors with one mouse click (or keyboard shortcut).
  • Configure how you want your Windows taskbar to act. With a Smart Taskbar, you can set your taskbar to be specific to the monitor with the open window or across all monitors.
  • Control the open application window positioning.
  • Multi-monitor support for desktop wallpapers and screensavers. Select a different wallpaper for each monitor.
  • Mirror your primary monitor to secondary monitors for a presentation.

Software Options

I have run across a couple of software tools that make using dual monitors easier and wanted to pass on the options to you.

Ultramon Multiple Monitor Software

Ultramon Multiple Monitor Software Ultramon Multiple Monitor Software Screen

UltraMon provides an extensive suite of tools for multiple monitor setups and is compatible with both 32- and 64-bit Windows platforms from XP to 10. Ultramon is the tool I have used for several years. The software retails for $39.95. There is not a freeware version. You can try it out for a 30-day trial period.

DisplayFusion Pro is a highly rated software that has a wide range of options and tools. This software does have a freeware option. The Pro version retails for $29 for a single user. The big difference between the versions is that the freeware DisplayFusion doesn’t include multi-monitor taskbars or screensavers, Windows lock screen customization settings, and the Alt + Tab Handler. DisplayFusion Pro includes more extensive customization options for dual-monitor setups than most software.

MultiMon is a lighter weight option to DisplayFusion. You can add either MultiMon TaskBar or TaskBar Pro (retailing at $35) to 32- or 64-bit Windows platforms. The freeware Taskbar adds a second and third taskbar to the additional VDUs, but it lacks the system themes in the Pro version. Click on the Downloads tab and then MMTaskbar21.exe to save TaskBar 2.1’s installer to Windows.

Dual Monitor Tools is freeware software. This is a lightweight program that includes some standard multi-monitor tools. The software runs in most Windows platforms from XP to 10 and can be downloaded from their web page.

Is it worth the additional cost to install software for managing multiple monitors? I think it is. The small time savings this type of software can generate will add up to another level of productivity improvement.

What are the tools you use for managing multiple monitors in your organization?

“How to Attract and Retain Millennials in the Insurance Industry (Featuring Nick Lamparelli) – Episode 020”
by Steve Anderson and Ryan Deeds

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

Summary:

In this episode of “The Digital Broker”, Steve and Ryan speak to Nick Lamarelli, the Chief Underwriting Officer of reThought Insurance, as well as a Partner at Insurance Nerds. Nick has worked in the insurance industry for over 20 years in a variety of capacities including broker, underwriter, and analytics. As a partner of the Insurance Nerds website, Nick is passionate about introducing millennials to the insurance industry.

By listening to this episode, you’ll learn:

  • How Millennials perceive the insurance industry
  • How the insurance industry is perceived by the general public
  • How the insurance industry can better communicate a positive image
  • How Millennials are perceived by Baby Boomers in the insurance industry
  • Perceptions versus reality and what needs to change in the industry
  • Whether agency technology helps or hinders Millennials
  • What agencies can do to attract and retain Millennials

Agency Management System Selection Summit

Do you need a new system?
Review 14 Platform in the Comfort of your Office

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit…

Be sure to take advantage of the TechTips subscriber discount.


The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!

How to Check Your Internet Speed

Do you remember the days when you waited for your telephone modem to connect to AOL?

Netflix Fast.com Internet Speed test

In the last 20 years, Internet access has gone from nice-to-have to a critical service for both business and pleasure. Nielsen’s Law of Internet Bandwidth states that Internet speeds increase by 50% per year. Like Moore’s Law for computing power, Nielsen’s Law has been remarkably accurate over the last ten years.

The question you should be asking is are you getting the speed you’re paying for? Regardless of who is providing your Internet access service, you should double check to make sure that the Internet speed you are paying for is actually what you receive.

Internet Speed Test Services

Many different services allow you to check the speed of your Internet access. Your current service provider likely has a tool available for you to check your speed. Following is a short list of a few tools you can use.

“Understanding The Critical Role of Human Resources Within An Insurance Agency (Featuring Michelle Trueblood) – Episode 019”
by Steve Anderson and Ryan Deeds

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

Summary:

In this episode of “The Digital Broker”, Steve and Ryan speak with Michelle Trueblood, the Chief Human Resources Officer of The Horton Group, an insurance, employee benefits and risk advisory firm based in the Chicago suburb of Orland Park, Illinois. The Horton Group has offices throughout Indiana, Illinois, Michigan, and Wisconsin. Horton is a mid-market broker with about 400 employees and 75 million dollars in annual revenue.

By listening to this episode, you’ll learn:

  • How the role of Human Resources has developed at insurance agencies
  • Current and future issues that HR professionals will need to address in the industry
  • How capital investment can create a better employee experience
  • How a training team can have a positive impact on the organization
  • How an onboarding process can be effectively developed
  • How creative workplace practices increase employee retention
  • How college recruiting and internship programs can positively affect an agency

Agency Management System Selection Summit

It’s Not Too Late to Register

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit…

Be sure to take advantage of your subscriber discount.


The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!