5 More Technology Essentials for the Modern Insurance Agency


This submit is a part of a collection sponsored by ITC (Insurance coverage Applied sciences Company).

In a examine co-sponsored by ITC, we found businesses who’re heavy customers of expertise are twice as prone to have higher gross sales processes. As well as, businesses who use advertising and marketing and gross sales expertise promote extra insurance policies and present bigger income progress.

The best company expertise can set you up for achievement. However, there’s loads to think about. I’ve beforehand outlined some expertise necessities for as we speak’s company to stay aggressive. Listed here are a number of extra necessities to spherical out your company expertise stack.

1. Web

Don’t go for the most cost effective web plan with a gradual connection. Right now, your small business all however depends on a very good web connection. Make sure that to decide on a supplier that’s fast and reliable. You need a connection that’s quick and dependable.

Making a consumer on the telephone wait when you attempt to obtain one thing doesn’t depart a very good impression. Take into account obtain and add speeds in addition to a supplier’s uptime.

2. Scanner, Printer, Copier

Whereas the world goes more and more digital, typically there’s nonetheless paper. However, you don’t must maintain that paper. In truth, it’s higher when you don’t. Scan it into your company administration system, after which shred and throw it out. Even higher when you get a scanner that may additionally function your company’s printer and copier.

three. E-Signature

Your objective as an insurance coverage company ought to be to take away as a lot friction from the insurance coverage shopping for course of as you’ll be able to. That you must make it simple for a shopper to decide on you. Requiring a prospect to print, signal, and fax (or scan after which e mail) a doc is friction. Utilizing e-signature removes that friction.

four. Firewall

You’ll be utilizing the web to connect with a whole lot of providers and packages. A powerful firewall is crucial to securing your company’s knowledge. It retains unauthorized exterior customers like hackers from accessing your knowledge. A firewall may also block viruses, spam and malicious functions.

Backside line? The potential publicity and harm to your company with no firewall is gigantic. This expertise is crucial on your new company.

5. Cloud Storage

Cloud storage is the place you retailer your company’s knowledge on distant servers you entry utilizing the web. There are a number of key the explanation why your company ought to use cloud storage.

First, you get monetary savings since you don’t want to purchase and preserve a neighborhood server. Second, in case your workplace will get vandalized or destroyed in a pure catastrophe, you’ll nonetheless have all of your knowledge. Lastly, cloud storage provides you better flexibility with entry to knowledge from wherever.


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