San Francisco, CA, August 11, 2020 – The customer relationship management (CRM) company Salesforce, will be holding an exclusive webinar on 8/25/2020. We’ll take an in-depth look at how leading agencies today are revolutionizing the way they conduct business with new integrated technology solutions that optimize sales performance, strengthen customer relationships, and drive growth.
The insurance agency market faces unique challenges to growing business. Evolving market conditions, digital transformation, and the ever-changing needs of the customer are all disrupting the ways that agencies operate.
This is evident on multiple fronts, including mergers and acquisitions. Large agencies look to grow even more by consolidating their business with smaller agencies, and in doing so combine disparate and often competing systems of record. This drives the need for agencies to seek technological solutions that easily integrate with other platforms to achieve operational scale as they expand.
Furthermore, the almost apprenticeship-like tradition of seasoned producers passing down what they know to new agents deters top talent from joining the industry. Instead, the next generation of producers expect smart technology solutions that enable productivity and mirror the sleek, mobile responsive experiences they encounter in their private lives. Because of this, agencies are now seeking solutions that not only store and aggregate critical business data but also offer intelligent insights so that agencies can better capitalize on the success drivers for their business.
All of this has given rise to the concept of the “augmented advisor,” an agent enabled with intelligent business technologies that help better manage their businesses while helping them focus on where to spend their efforts and attention to maximize profitability. As a result, advisors become more efficient and effective, improving every aspect of their business from the opening of accounts, to collaborating with others in the agency ecosystem, and to the way agents interact with customers, building lasting relationships that will translate into revenue for years to come.
Want to learn how to harness the power of data and supercharge your agency’s productivity?
Was this article valuable?
Here are more articles you may enjoy.