“Hiring and Retaining Quality Employees: How Effective On-boarding Keeps an Insurance Agency Afloat – Episode 017”
by Steve Anderson and Ryan Deeds

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Summary:

In this episode of “The Digital Broker”, Steve and Ryan discuss what is the lifeblood of a successful agency or brokerage – the employees. Today’s podcast explores what it takes to attract, engage, train and retain both seasoned employees and new blood to make an agency.

By listening to this episode, you’ll learn:

  • What is “onboarding” and why it is important
  • How employees were trained in the past and how that is changing
  • How the hiring process can be improved and the most effective ways to retain staff
  • What a good onboarding process looks like
  • The role of job descriptions and training as part of onboarding
  • Identifying the most effective players to drive the process
  • Understanding the role of culture and organizational mission
  • Understanding roadblocks, obstacles, and problems in the creation of an effective process

Agency Management System Selection Summit

It’s Not Too Late to Register

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit…

Be sure to take advantage of your subscriber discount.


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!


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Webinar – Protecting Your Customer’s Sensitive Information

Under current federal and state privacy laws, if you are not taking extra steps to protect your client’s sensitive data, it may impact your agency’s reputation, revenues, customer perception, and may result in regulatory or legal action. It thus becomes imperative for any insurance organization to keep its clients’ information secure.

Steve Anderson hosts this 45-minute on-demand webinar and details how client data breaches occur, and he provides specific guidelines on how any insurance organization can properly protect that information.

This 45-minute webinar will help you understand: 

  • Your organization’s legal obligations to protect information
  • Importance of ease of use in a compliance program
  • Specific risks of cybercrime & hacking for agents & brokers
  • Easy ways to reduce the risk of hacking

Webinar seats are limited. RSVP today to guarantee your spot.

Date:July 25, 2018
Time:02:00 p.m. EDT
Event:Webinar - Protecting Your Customer's Sensitive Information
Topic:Protecting Your Customer's Sensitive Information
Sponsor: RPost
Public:Public
Registration:Click here to register.

“Converting from Vertafore Sagitta to TechCanary and Why with Chris Roman – Episode 016”
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” podcast, Steve and Ryan speak with Chris Roman of Magnum Insurance Agency about transitioning from an agency management software that had been in place for over twenty years to a newer and more robust platform.

By listening to this episode, you’ll learn:

  • Issues that arise with a transition from one platform to another
  • Making the decision to evaluate a new platform
  • Evaluating the pain of transition versus the gain of the new platform
  • Gaining buy-in from users and management

Agency Management System Selection Summit

Now updated with participating vendors and times

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit…

Be sure to take advantage of your subscriber discount.


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!


Full Recap

(more…)

“5 Steps To Selecting The Best Agency Management System For Your Agency – Episode 015”
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” podcast, Steve and Ryan will show you a five-step process for choosing the right Agency Management System (AMS) for your organization.

You will learn:

  • How to evaluate if you need a new system
  • How to determine the appropriate requirements
  • Understanding the different options available
  • Evaluating and choosing the correct software

Agency Management System Selection Summit

Now updated with participating vendors and times

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit…

Be sure to take advantage of your subscriber discount.


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!


Full Recap

(more…)

“Does Your Agency Need a New Agency Management System (AMS) – Episode 014”
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” podcast, Steve and Ryan discuss reasons why your agency may be in need of a new Agency Management System (AMS).

You will learn:

  • How often you should evaluate a new AMS
  • Specific issues that could indicate it’s time for a new solution
  • How to get your colleagues’ support

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!

Full Recap

(more…)