“Anatomy of the Perfect Workstation for Insurance Agents – Episode 040”
by Steve Anderson and Ryan Deeds

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Summary:

In this episode of The Digital Broker, Steve and Ryan discuss workplace optimization with an emphasis on the desk. By listening to this episode, you will learn:

  • How the workstation has evolved to accommodate different preferences
  • The ins and outs of every one of these variations—monitor, keyboard, mouse, desk, etc.—and why they’re designed that way
  • How to give your employees a choice without halting or slowing down operations

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!


Recap:

Previously, we looked at the importance of optimizing your office environment. Here, we break it down even further by looking at the most basic unit of workplace productivity: the desk.

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“Agents’ Paradise: Designing a Work Environment for Insurance Agencies – Episode 039”
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 discuss how physical space reflects and supports office culture. By listening to this episode, you will learn:

  • How practically everything inside your office says something about your company
  • How this affects your employees and visitors
  • What to keep in mind as you prepare to rethink and redesign office

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!


Recap:

Picture, if you will, the scene: you and a group of other brokers are invited to take a tour of a brokerage’s new headquarters. The shuttle drops you off, and you see that the building is big enough to hold over three hundred employees—this must be a large brokerage. After passing a security gate, you are impressed by the spacious front yard, with its immaculate landscaping, inviting walkways, even a fountain at the center. This seems like a company that values wellness.

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“Document Management: When to Store and When to Let the Carrier Handle It – Episode 038”
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 take another look at document management, this time by focusing on what accounts for so much of its complexity and what you can do about it. By listening to this episode, you will learn:

  • How the voluminous exchange of documents between you and the carrier is slowing you down
  • How to relieve your agency of a massive amount of work by leveraging the Real-Time feature of your agency management system
  • Why it’s not a good idea to keep a document forever

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!


Recap:

Much of our time as agents and brokers goes to downloading documents our carriers send us. You would think there’d be a streamlined, universal procedure to this by now, but there’s not. Steve can think of at least six ways carriers typically send documents to agencies.

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“The World Through the Eyes of an Insurance Account Manager (Featuring Melissa Wilder) – Episode 037”
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 interview Melissa Wilder, soliciting her advice on operational excellence and how to keep the peace between account managers and producers. By listening to this episode, you will learn:

  • How Melissa stays focused despite onslaughts of requests for her attention
  • Why producers and account managers see the world so differently
  • How to get them to work as a team, for the good of the entire agency

 


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!


Recap:

Society seems to have become more litigious, but the people who work in insurance understand this better than almost anyone. They’ve watched insurance become less about protecting from loss and more about protection from lawsuits. When she decided to major in Risk Management and Insurance at the University of Memphis, Melissa Wilder thought she was abandoning her dream of becoming a lawyer. Little did she know she would “become more like a lawyer every day.”

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“How To Have A Nightmare-Free Document Management Operation – Episode 036”
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 discuss document management systems. By listening to this episode, you will learn:

  • How the issues of document management are more complex than simply deciding whether to go paper-free.
  • How a specialized, standalone DMS compares to what your AMS offers, and which products are on the market.
  • What to keep in mind as you evaluate a DMS solution, and which operational challenges are likely to accompany implementation.

 


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!


Recap:

We’re not trying to give away Steve’s age, but when he was starting out in the insurance business in the late 1970’s, the industry was vowing to be “paper-free by ‘83!” This slogan hasn’t aged well in the last thirty years. Agencies have adopted digital solutions to some extent, but the bane of many agents and brokers continues to be an avalanche of paperwork big enough to be buried under.

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