How Technology Can Boost Submission Efficiency, Even in a Pandemic

As the pandemic continues and social distancing remains essential, agencies can embrace technology to facilitate marketing and other agency processes.

Without technology, the process of gathering underwriting information, submitting applications to multiple carriers, and creating proposals would be cumbersome, time-consuming and duplicative. Such marketing is integral to an agency’s success and leveraging technology in the process enables agencies and brokerages to do more marketing with the same number of, or even fewer, people than in the past.

Thankfully, management systems and other tech offerings can help agencies and brokerages maximize production and eliminate duplicate efforts.

In my role as a trainer for Hickok & Boardman Insurance Group, I continually try to improve workflows for our account managers. Through best practices, these account managers can find the most efficient ways to perform their jobs, and using the technology is an essential element of that endeavor.

Read the full article on RoughNotes.com.