“Unlocking Agency Data: How Indio Uses Data To Help Agents Improve Customer Experience (Featuring Adam Bratt) – Episode 045”
by Steve Anderson and Ryan Deeds

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Summary:

This episode was originally recorded on December 27th, 2018.

In this episode of The Digital Broker, Steve and Ryan talk to Adam Bratt, co-founder of Indio Technologies, to learn more about how Indio is already helping agents and brokers and will continue to do so by introducing new features. By listening to this episode, you will learn:

  • A bit about Adam’s background and how Indio got started
  • How Indio’s existing features help the insurance industry as a whole, saving agents and brokers time, keeping clients happy, and directing more business to carriers
  • How Indio plans on stimulating even more operational excellence by introducing new business intelligence features
  • How insurance agencies at large are dealing with pressure to keep up with data technology, where they have made progress, and where there’s still work to be done

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:

Indio has been The Digital Broker’s sponsor since the podcast’s inception, and we’ve talked about the product when we thought it was appropriate, but many of our listeners are still curious: how does Indio help agents and brokers do their jobs better?

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“Electronic Payments for Insurance Agencies (Featuring Duke Williams) – Episode 044”
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:

On this episode of The Digital Broker, Steve and Ryan are joined by Duke Williams, founder of Simply Easier Payments, to discuss how electronic payments remain a challenge for many agencies, and how they can overcome those challenges to provide an experience their customers desire. By listening to this episode, you will learn:

  • How widespread electronic payments have become
  • Why so many agencies still refuse to accept them due to several regulatory and financial challenges
  • How Simply Easier Payments contends with each of those challenges to let agencies accept electronic payments legally, securely, and at no loss to the bottom line

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:

A payments crisis is affecting insurance agencies. When they do have to take a payment from the insured, many agencies agree to take a check and not much else. Twenty years ago, this was perhaps tenable. Today, it’s a different story. Customers demand to pay electronically, and every other industry in the world is obliging them—except ours. Why?

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“Leveraging Checklists to Streamline Insurance Agency Operations – Episode 043”
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 checklists. By listening to this episode, you will learn:

  • How a checklist is the basis of standardization and therefore a path to operational excellence
  • How to focus on the essential and keep out everything else to create the checklist your agency needs
  • How to foster the adoption of your checklist and deal with pushback
  • How to format and distribute checklists to everyone whenever they need them

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:

Suppose you went to three of your account managers and asked each one of them, independently of the others, to write out what their typical renewal process looks like, step by step, and hand it into you. What’s the likelihood that every process would look the same?

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“Building Your Insurance Agency’s Operational Team: Who to Hire and When – Episode 042”
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 analyze operational teams. By listening to this episode, you will learn:

  • Why operations are inseparable from growth, and what an operational team ought to look like depending on your agency’s size
  • What to expect from every member of your operational team, and how to choose the most qualified or appropriate members for your agency
  • How to communicate your goals and vision to your operational team

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 talk a lot about operational excellence here at The Digital Broker, but it isn’t something you just wish into existence. Somebody has to design, modify, implement, and oversee it—all day, every day, for as long as you want to stay in business. Depending on the size of your agency, the job is likely to require more than one person. This is where an operational team comes in.

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“How Insurance Agencies Can Profit From Small Commercial Lines – Episode 041”
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 confront the challenge of profiting from small commercial accounts at insurance agencies. By listening to this episode, you will learn:

  • What makes small commercial lines hard to profit from in the first place
  • Why you shouldn’t leave that money on the table just because the profit margins are low
  • How you can automate, reduce, eliminate, and outsource your way to profitability in this niche

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:

Small commercial is a vice among insurance agents and brokers. Everybody pretends not to care about it, but behind the scenes, they’re all doing it. It is said that you should court small commercial business despite the low profit margins because one of your small business clients could mature into a bigger company whose account you will inherit. But this doesn’t happen often enough to make it the sole basis of your small commercial strategy.

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