“Document Management: When to Store and When to Let the Carrier Handle It – Episode 038”
by Steve Anderson and Ryan Deeds

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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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“Remote Work: What To Weigh Before Going Through With It – Episode 035”
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 examine remote work. By listening to this episode, you will learn:

  • Why remote work is taking off, and why you need to be considering it even if you don’t think your agency is ready for it
  • How to do remote work right, by leveraging its oft-touted strengths while controlling for the effects of its lesser stated drawbacks
  • What to keep in mind and contemplate when conceiving your remote work policy, and how to guard against unforeseen complications
  • Which equipment and services help ensure a smooth transition between in-office and remote work

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:

Many people hear “remote work” and envision someone slacking off at home. Actually, remote work is to work from anywhere that isn’t the main office. This is still enough to make some principals cringe. If I can’t see them, how do I know they’re working?

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“How To Become A Leader In Insurance – Episode 034”
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 the principles of leadership and how they figure into running an insurance agency. By listening to this episode, you will learn:

By listening to this episode, you will learn:

  • What it means to lead as opposed to simply being in charge.
  • How to see the total picture and remove the blind spot that affects so many leaders in the insurance space.
  • How to minimize workplace arguments by understanding why they happen in the first place.
  • How to get the best results from your team by relating to them the right way.

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:

What’s a leader, anyway? Is it someone that you report to? No, that’s a boss.

Is it someone who oversees you? That sounds more like a supervisor.

This is a podcast about operational excellence, and you cannot have operational excellence without a direction—which you cannot have without a clear idea of what to do and how to get there.

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