Insurance Technology: Where does it need to go?

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PostPosted: Tue Jun 05, 2018 5:05 pm   Post subject: Insurance Technology: Where does it need to go?  

Hey guys,

I've frequented these forums for sometime now, and prior to a recent career change, I had sold life/health and property/casualty insurance for the 6 years prior (state farm sales rep and independent insurance agency owner after that). I'm well aware of the expertise a lot of you bring, and I know the variances in experience and age is all over the chart. That is why this is a perfect place to get a diversified opinion on what the industry needs, as far as technology goes.

As a prior agent-owner, I understand the work-flow situation most of us deal with, and I understand the ups and downs a lot of us have in the industry. But, I know some people may have different problems than myself, or may open my eyes to problems I never knew existed.

To summarize this without too much ranting, I am curious as to where you think technology could possibly come into play with regards to making your day easier. Whether it be quoting problems, document managing problems, or even a simple business automation that would make your job more accessible and fluid, I would love to hear about it.

I know AMS do a ton now, but if there is anything that may not fit inside that box, feel free to let me know!

About me? I am an agent turned web developer, and I am looking to build web applications that are tailored towards Insurance agents.

Again, thanks for hearing me out and any, and all suggestions are welcomed!

Register Now to have your Insurance queries solved.

PostPosted: Tue Jan 08, 2019 8:47 pm   Post subject: Insurance tech  

Hey there! This is something we've thought a lot about over the last couple years, as we've been developing our agent resource project. One of the biggest issues we saw was there there was not a single place that agents could go to do everything they needed. I mean everything that relates to the profession.

Managing clients and prospects

Finding prospects (the biggest challenge for everyone)

Managing leads

Keeping up with forms, applications, policies, commissions, training, communication, and the list goes on.

You can get a CRM or AMS for one part, have email accounts, spreadsheets, a wide variety of tools and accounts to make a cohesive whole, but getting all in one place is a big challenge. Then, you have to pay for all of those accounts and systems.

That's what we've tackled and built for every agent out there. An all-in-one platform for financial services success. We'd love to have testers for feedback on it. You can message me for the link, or check my signature, since we're not supposed to use the forum for shameless self-promotion. Smile


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