A New Tool Helps You Improve Your Customer Experience Journey

ACT Launches Customer Experience Website

The Agents Council for Technology has launched a new Customer Experience Planning website. This interactive online resource is designed to help agents understand the customer experience life cycle and leverage technology to achieve the ease of doing business that consumers expect.

ACT Customer Experience Journey

The information presented was created by the ACT Customer Experience Work Group led by Claudia McClain, founder of McClain Insurance Services.

The Customer Experience Journey

“Converting from Vertafore Sagitta to TechCanary and Why with Chris Roman – Episode 016”
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” podcast, Steve and Ryan speak with Chris Roman of Magnum Insurance Agency about transitioning from an agency management software that had been in place for over twenty years to a newer and more robust platform.

By listening to this episode, you’ll learn:

  • Issues that arise with a transition from one platform to another
  • Making the decision to evaluate a new platform
  • Evaluating the pain of transition versus the gain of the new platform
  • Gaining buy-in from users and management

Agency Management System Selection Summit

Now updated with participating vendors and times

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!


Full Recap

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“5 Steps To Selecting The Best Agency Management System For Your Agency – Episode 015”
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” podcast, Steve and Ryan will show you a five-step process for choosing the right Agency Management System (AMS) for your organization.

You will learn:

  • How to evaluate if you need a new system
  • How to determine the appropriate requirements
  • Understanding the different options available
  • Evaluating and choosing the correct software

Agency Management System Selection Summit

Now updated with participating vendors and times

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!


Full Recap

(more…)

How to Easily Organize Information with WorkFlowy

Over the years, I have experimented with multiple tools to capture thoughts and information for both when I’m in the office or when I’m on mobile. I find that the best applications allow me to capture my thoughts quickly and will enable me to organize the information quickly.

Workflowy

I discovered WorkFlowy a few years ago and used it for a while, but for some reason, I put it aside. A conversation with a friend a couple of months ago about how they are using WorkFlowy effectively brought it back to mind. I find I’m using it extensively now to capture and organize thoughts and information for several big projects I am working on.

How to Buy and Install a Security Certificate on Your Website

Recently, I received this question from a long-time Texas subscriber about getting a security certificate:

SSL Security Certificate

Steve,

On July 1, Google will begin marking all sites that have not migrated to HTTPS as “not secure” in its Chrome browser. I want to move my website to HTTPS, but I’m not sure which of the three different SSL Certificates I should purchase: Domain Validation (DV) certificate, Organization Validation (OV) or Extended Validation (EV).

I’m sure that many agents are not even aware of this coming change and the potential negative effects it will have if they do not switch. I could certainly use some help in understanding the different types of certificates and what they do.

Thanks, Joe D.

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I’ve written quite a bit over the last couple of years about why your agency website needs to be secured. Joe’s question again highlighted the importance of this issue because Google is taking a hard-line stance. You can find two previous articles here and here.