Insurance Agency Trendsetters Charlotte Hicks and George Robertson

Brad Ruben of Archway Computers joins us to talk about all things IT for independent agencies:Cybersecurity and unusual requirements in carrier contractsHow DMARC impacts your agency emails and what you must do immediatelyWhy Multi-factor Authentication is so criticalOne easy-to-use tech tool that customers loveHow AI is being used in agencies todayAs 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 criti...

#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 str...

Episode #40Discover 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 ...

#039 — George Robertson and Charlotte Hicks look at some of the main challenges facing agents this year and three ways to be successful in 2023. They talk about:ChatGPT by OpenAI and potential benefits for agents The long-term impact of developments in cryptocurrencyWhat to expect from the hard market and anticipated recessionHow insurance coverage could be affected by pandemic court casesChallenges finding staff and the role of a remote workforcePlus, three tips for positioning you...

#038 — Ron Berg, retiring director of the Agents Council for Technology (ACT) joins us to discuss how technology impacts customer satisfaction, the critical role of cyber security in agencies, and how insurtechs are helping agents serve their customers better. Listen in as we talk with Ron about:How the customer experience has changed and how it impacts workflowsWhat technology touchpoints agents need to implement to build customer loyaltyHow to get access to the ACT resources for freeTh...

#037 — Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value. Just some of what we cover in our discussion:The problem with most email services todayHow you can stay top of mind with your prospects and customersThe difference between networking and building relationshipsA surprise use for Levitate — what he calls “black belt mode”What’s coming next for Levitate users &nbs...