I published fifty TechTips in 2018. I realize that with the continued flood of email, some of these TechTips may have gotten sent to a “read later” folder and were forgotten. Others may have scanned the issue but didn’t have time to research to see if the tip would help.
I have never promised that every issue will be earth-shattering and life-changing. But I do hope there were a few gems over the course of the year that significantly impacted productivity and effectiveness for you individually and for your organization.
In this issue, I am highlighting my Top 10 TechTips for 2018.
“Anatomy of the Perfect Workstation for Insurance Agents – Episode 040” by Steve Anderson and Ryan Deeds
You may have heard of CoverWallet as a new insurance technology startup that offers small business insurance coverage direct to consumer. Most traditional insurance agents consider CoverWallet as the enemy trying to take their business.
While that may still be the case, last week CoverWallet announced a new service for insurance agents allowing them access to CoverWallet’s technology platform. The platform is called CoverWallet for Agents.
I had an opportunity to preview the platform and hear details of how the service will work. Following is a bit more information so you can decide if this is an opportunity worth exploring or a continued threat to your business.
“Document Management: When to Store and When to Let the Carrier Handle It – Episode 038” by Steve Anderson and Ryan Deeds