Become Comfortable and Gain Control and Confidence With New Technologies
As a corporate trainer at Sunstar Insurance Group in St. Louis, I often encounter people who fear change and worry that new technologies will slow them down. At Sunstar, I’m responsible for ensuring our Applied Epic database is configured to its full potential, and I can show our producers how technology will ultimately boost their efficiency and productivity while improving convenience for themselves and their customers.
My “customers” are my fellow employees. In servicing them, it’s important for me to understand that people learn differently. That’s why I take the time to ensure that the information they need to do their job is given to them in the formats that work best for their individual learning style.
Though it might look a little different, the items they need are there if they take the time to learn how to locate them.
When working with the back office, I spend a lot of time reviewing the functionality of our software and its capabilities, particularly functions like Applied CSR24 and the value it brings not only to them but also to their clients. I regularly describe the basics and the different screens, reminding them that the software is a “live system” and that they can make it “their system” in ways that will make their jobs easier. I also remind them that they can configure their account — or customize it — in ways that work best for them, or employ a different user configuration prefill that might save them time.
This is where I stress the “80/20 Rule” for user configuration on the user option field defaults: 80% of results come from 20% of activity. For example, if a user spends 20% of their effort setting a programmed default, they can save themselves time (and clicks) 80% of the time.
The biggest challenge is getting people comfortable enough with the software to allow the system to do as much of the work for them as it can. When users are comfortable, they feel a sense of control and gain confidence.
Read the full article on RoughNotes.com.