Change the sales rep experience, improve the customer experience

October 3, 2018

The first CRM launch truly changed the way sales were managed. We went from tracking customers on spreadsheets (and even in rolodexes) to tracking them and their attendant opportunities with software. It wasn’t long before reps started to feel the purpose of a CRM was more about preserving their contacts for their replacement than it was about making their lives easier. After all, back then it wasn’t much easier than updating a rolodex!

Spotlight

Brokers Alliance Inc

Imagine if we decided travel by horse was good enough, or that it was suitable to just compute our math problems with an abacus. Imagine if we still had to stop on the way to a client appointment at the local gas station for a map and a payphone. Now ask yourself, how dependent am I on my car, my cell phone, and my computer? Brokers Alliance decided a long time ago that status quo wasn't good enough. Complacency wasn't good enough. Doing things “the way they have always been done” wasn’t good enough. We are inventors, innovators, and thinkers for an industry that has historically settled for "good enough”.

OTHER WHITEPAPERS
news image

Unlocking the Power of Pay-as-you-go for Workers’ Comp

whitePaper | April 1, 2023

In a study conducted by KPMG, 96% of insurance CEOs reported the pandemic accelerated digitization initiatives. COVID-19 forced businesses of all shapes and sizes (along with consumers) to embrace digitization.

Read More
news image

Data Science – Transforming Health Insurance

whitePaper | June 24, 2022

Health care solutions devised in the past are becoming redundant at lightning speed due to the ever evolving and varying health care demands. This is driven by demographic changes, medical inflation, consumerism, regulatory changes, and growing awareness of patients regarding their own health care. Continuous efforts are being made towards understanding health care needs and accordingly building sustainable solutions. This includes driving better product structures, price differentiation, claims management, customer engagement, and risk profiling by making technological, economic, and societal changes.

Read More
news image

Powering the modern life insurance carrier with advanced AI and data

whitePaper | June 30, 2022

Welcome back to our white paper series about how to use AI and data throughout the new business and underwriting processes. In the first white paper we discussed the importance of product design and the benefits of using AI. In this white paper, we will examine how to deliver on the vision of your new product through your technology implementation. We will discuss how to move from concept to reality effectively and efficiently by determining the right capabilities, automation, and optimized workflows for this goal.

Read More
news image

Adjust Your Claims Audits: 5 Common Issues and How to Fix Them

whitePaper | November 12, 2019

A carrier’s quality assurance process is the backbone of its success. While not as well-known as underwriting or claims adjusting, QA is a vital part of insurance operations. QA auditors assess open, denied and paid claims to determine if avoidable errors occurred during processing, adjusting or settlement. Their reviews track performance against business standards and help improve internal operations and claim quality. QA gives employees vital information with teachable

Read More
news image

Can Insurers Learn How to Develop Strong Digital Customer Relationships?

whitePaper | January 12, 2022

Insurers need to tackle the rapid changes to their ecosystem. They instinctively react in the same way they have always reacted in previous crises — by making marginal adaptations to the traditional way of doing things and further optimizing and streamlining the existing business model.

Read More
news image

Blanket & Self-Insurance vs. CPI

whitePaper | January 4, 2020

A self-insured lender assumes all risk and absorbs any losses that occur. The greatest disadvantage of self-insurance is that risk is not transferred. To minimize uninsured losses, some self-insured lenders add follow up procedures such as: Requiring evidence of physical damage insurance at the time of loan closing.

Read More

Spotlight

Brokers Alliance Inc

Imagine if we decided travel by horse was good enough, or that it was suitable to just compute our math problems with an abacus. Imagine if we still had to stop on the way to a client appointment at the local gas station for a map and a payphone. Now ask yourself, how dependent am I on my car, my cell phone, and my computer? Brokers Alliance decided a long time ago that status quo wasn't good enough. Complacency wasn't good enough. Doing things “the way they have always been done” wasn’t good enough. We are inventors, innovators, and thinkers for an industry that has historically settled for "good enough”.

Events