Fun Insurance Solutions

Technology Infrastructure Every Insurance Agency Should Have

Episode 51

In this episode, our host, Ariel Rivera, sat down with Clare DeNicola from the 10 Company to discuss the basic infrastructure every insurance agency should have. From Agency Management Systems (AMS) to Customer Relationship Management (CRM), and VOIP phone systems, every insurance agency needs to have a core infrastructure. It doesn’t matter if you are a one-person startup scratch agency or an already established multiple-location agency. Having a solid infrastructure will set you apart from the competition. Once your core systems are in place, you can start adding additional pieces of technology that will complement and improve the Customer Experience and make you and your agency more efficient.  

Episode Highlights: 

  • What is considered critical infrastructure for an independent insurance agency?
  • Are there any emerging trends or changes in the importance of certain systems in the future?
  • How can agencies maximize the use of technology and measure ROI?
  • Beware of the “bells and whistles”. 

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