Insurance Agency Trendsetters

By: Charlotte Hicks and George Robertson
  • Summary

  • Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.
    © 2024 Insurance Agency Trendsetters
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Episodes
  • Brad Ruben: Cybersecurity, DMARC, and How Agents are Using AI
    Mar 5 2024

    Brad Ruben of Archway Computers joins us to talk about all things IT for independent agencies:

    • Cybersecurity and unusual requirements in carrier contracts
    • How DMARC impacts your agency emails and what you must do immediately
    • Why Multi-factor Authentication is so critical
    • One easy-to-use tech tool that customers love
    • How AI is being used in agencies today

    As an independent agent, it's easy to push IT to the back burner but as Brad explains, having up-to-date software and security procedures is critical. Outsourcing the management of your agency's IT is a good way to reduce the risk of cyber crime and system downtime.

    Links:
    Archway Computer: myarchway.com

    Full show notes and more episodes: Insurance Agency Trendsetters

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    43 mins
  • Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically
    Dec 12 2023

    #041 -  Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into the world of insurance technology and its impact on the industry's operations and client services.

     Ron sheds light on the growing utilization of AI and big data analytics in insurance agencies. These technologies are playing a significant role in streamlining operations and improving efficiency, ultimately leading to better service for clients. He also shares insights into Aureus Analytics' successful integrations with management system platforms like Applied and EZLynx, as well as their partnership with Agency Zoom.

     This isn't Ron's first time on our podcast, and his experience and expertise in the insurance industry make for a fascinating conversation. He offers valuable insights into the future of the industry and how technology is driving demand and adoption by new players in the market.

    If you're interested in learning more about the evolving landscape of the insurance industry and the role of technology in shaping its future, join us for this informative discussion with Ron Shroyer from Aureus Analytics. 
     

    00:35 Revisiting the Journey of Aureus Analytics
    00:54 The Evolution of AI in Insurance
    01:26 The Impact of AI on Insurance Agencies
    02:23 The Role of AI in Customer Retention and Cross-Selling
    02:57 The Increasing Interest in AI Among Insurance Agencies
    04:12 The Integration of Donna with Other Platforms
    04:35 The Difference Between Reporting and Analytics
    05:44 The Role of AI in Enhancing Agency Workflows
    09:14 The Future of AI in Insurance Agencies
    21:27 The Impact of Acquisitions on Tech Adoption in Insurance Agencies
    26:38 Emerging Insurtech Solutions

     Links:

    Aureus Analytics

    Insurance Agency Trendsetters Episode 041 (with full show notes)

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    34 mins
  • Digipraise: How to Build Customer Loyalty through Jewelry Appraisals
    Nov 7 2023

    Episode #40

    Discover how Ali McLaney and Dana Grodin of Digipraise have created an easier, faster, and more affordable way for your customers to update their jewelry appraisals.

    What is preventing your customers from keeping their jewelry appraisals current? The hassle of taking their pieces to a jewelry store? The expense of the appraisals? Simply forgetting about them once they are scheduled on the policy?

    Digipraise has solved all of these problems and given insureds a quick and affordable way to update their most treasured jewelry.

    Listen in as we dive into Ali and Dana's history in the jewelry business, their patented process for streamlining jewelry appraisals, and the unique way they can prevent a total loss of heirloom pieces.

    Companies and agencies: Partner with Digipraise to enhance your customer relationships!

    Full show notes can be found here:

    insuranceagencytrendsetters.com/040-2

     

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    46 mins

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