Getting your staff to adopt new technology can be a challenge. Attend this session to learn the steps for implementing new technology in your agency and how to get your staff to actually use it.
4. Technology's Advantages
• Improves communication and collaboration
• Improves the sales process
• Saves time by automating mundane
processes
• Creates accountability
• Mobilizes the workforce
10. Improving Sales Workflows
• Website
• Insurance Website Builder
• Lead management
• Velocify
• Comparative rating systems
• TurboRater (are there any others?)
• Automated marketing systems
• AgencyBuzz
11. Oh, This is SOOO
Boring!
Get rid of those mundane and boring processes.
12. The Boring Stuff
• Automate follow-up marketing
• Management system downloads
• Minimize data entry
• Stop filing, start scanning!
• Taking payments?
• Set up a kiosk at front desk to give easy access
to carrier payment pages.
• Notifications and alerts
16. Mobilization creates…
• …remote employees
• …the ability to work from home during
disasters
• …the ability to work after hours (or prevent
it)
• …a workforce able to work anytime and
anywhere
18. Drawbacks of Technology
• Creating open and collaborative
environments creates security concerns.
• Hacking
• Oversharing
• Abuse of oversight
• Over reliance on technology is dangerous.
• Never trust a backup
• Prevents employees from disconnecting.
Happy employees have a life.
• Must keep up with change.
20. Best Practices for Adoption
• Pick technologies that will compliment your
workflow.
• Implement slowly, yet methodically.
• Don’t overdo a technology revamp. Let users get
used to the change. As they adopt, introduce more.
• Involve staff in the discussion of technology
implementation. They use it daily; get their buy-in.
• Develop an advocate for change.
• Don’t upgrade for the sake of upgrading.
• Upgrade technologies as they become obsolete.