How insurance agents can effectively work from home

Key quotes:

• "You need to take proactive steps to better manage time spent on your insurance brokerage."
• "Today, most business apps are cloud-based, meaning your team can access marketing, sales and office software from anywhere (and any device)."
• "For example, your sales team may require access to planning software, time tracking tools or email templates while outside the office."
• "One of the advantages of running an insurance brokerage in the digital age is having access to powerful email marketing software like Hubspot’s email tool."
• "Insurance business apps like Ferret make it easy to take back your office space and give you back your time spent on filling out forms, looking for lost documents, organising, and replacing lost papers."
• "There are a variety of personal time management tools available to help you and your brokers stay on task."

Key quotes:

• "Given the limited information we are receiving from the CDC and other US officials, we are under the impression that voluntary (or possibly mandatory) home quarantine in certain affected communities is likely."
• "Step 1: Review existing policies and plans and/or create a plan Review your business continuity plans, work from home policies, and other similar plans."
• "Do your employees have the resources (tech, files, contact info, etc.) they need to work effectively from home? Avoid a system with many possible failure points (like a phone tree via managers) because if one of the nodes gets sick, you don’t want to lose the info for everyone they manage."
• "In this email, include an automated way for each person to update your HR system with their home and mobile contact information, as well as an emergency contact."
• "It seems likely that communities might be placed under home quarantine, so you want to encourage your employees to have whatever they need to do that comfortably."
• "Additionally, when we start seeing lots of cases, the best way to avoid getting sick is “social distancing.” Stocking up on what you and your family needs so you don’t have to go out is prudent!."

Transcript: Right so what happens typically is most agents they do a they call it a generalist you know where basically they have one person got a little bit of everything mmm that I understand is because you start out as a one-man band operation and didn't you grow and you hire your first person you bring them in and they're kind of doing the same thing you're doing right next to you and you just kind of push work to them and they do their thing the problem with that is that develops a very bad attitude very bad way of doing business because things fall through the cracks there's no systems there's no process so as you hire people you can't shove work at them and then you hope they get it done having that system and process which is what you guys teach is so critical because it allows for the agent to be able to identify the things that take up time in their office for example most agents don't realize you know they say I hate doing all the service but they don't understand what that service is quantify it and specify segments that out of... See more →

Key quotes:

• "Recently, the market’s best insurance agency management systems with the chatbots have been implemented by insurance organizations striving to enhance the quality of client support."
• "In this way, rather than hiring an entire bureau of specialists committed to handling client demands, calculating their insurance costs, and doing different assignments, an organization can use a chatbot."
• "Concerning the system of supporting a discourse, different chatbots can be founded on standards (i.e., work as per the predefined parameters by the developers’ algorithm, as most different kinds of software do) or use machine learning capabilities and/or artificial intelligence (AI)."
• "Concerning AI-based chatbots, they can give an entirely realistic level of communication (Siri is an extraordinary example) because of a capacity to copy self-learning process each time a chatbot interacts with a human."
• "Also, the capacities of AI-based chatbots given by the best p&c insurance software vendors are gradually expanded, and the interaction experience is being upgraded due to the development of IT branches, for example, Natural Language Processing, which is centered around the recognition of context in human speech."

Key quotes:

• "Jive’s cloud-based network, apps, and voice features support the mobile and flexible lifestyle of insurance agents as they simultaneously generate new leads and support existing clients."
• "So you can communicate with clients using cutting-edge features — like an unlimited number of auto attendants, which free up your agents to generate more leads and sales."
• "Luckily, Jive Voice makes it easy for employees to program their own personal day/evening hours, weekend hours, or holidays, by creating time-based routing and custom schedules."
• "And with the Jive Mobile app, you’ll never miss a business call or give out your private number again! Remote work is trending, and it’s common for insurance agents to be spread out over different locations."
• "This dispersal of locations and employees makes it difficult for insurance agencies to unify company communications."
• "Luckily, Jive is in the Unified Communications as a Service (UCaaS) business."