The Top 10 TechTips of 2018

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.

Top ten TechTips

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

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 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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CoverWallet for Agents: Your Online Access to the Small Commercial Market?

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.

CoverWallet for Agents

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

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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