Speaking Topics

 

InsurTech Friend or Foe 

We think of disruptors in other industries such as Uber in Transportation, Expedia in Travel, and the iPod in Music.  All of them have had a major impact on their respective industries in regards to customer service and distribution.  Now we face an ever-changing environment within the insurance industry.  As mobile consumers want a better way to obtain a quote, secure a policy, process a claim and meet their every changing needs.  Some InsurTech companies are creating partnerships with the current independent insurance channel while others are pure disruptors.  Understand the potential impact of these InsurTech firms and how this will change the insurance industry.

 

Managing Your Data to Improve Results 

We will cover the key data points agencies need to manage in order to improve efficiencies and increase profits within your agency.  Today, data comes in multiple facets from websites, management systems, phone systems, rating systems and other sources.  You will learn to recognize these key data elements and understand how to use this data to make better decisions that will lead to more profits.

 

Six Trends That Will Have an Impact on the Future of Insurance 

With the increasing move towards automation in our society, the field of insurance is wide-open for new and electrifying changes.   In this exciting session, you will learn about six major trends that will impact the insurance industry in the near future.    Understand the impact of artificial intelligence and augmented reality on improving operations and the customer experience.  How will The Internet of Things (IoT) help with risk mitigation and risk management for the consumer market? Within the business world, learn about the new focus on RiskTech will assist businesses in risk mitigation.  As more regulation is passed concerning the protection of consumer data, understand the requirements on agencies to protect consumer data and the importance of Cyber-security.   Learn the value of data analytics on determining trends, increasing profits, and enhancing the overall customer experience.   Enhancing customer experience is now driving towards easier access of data input and faster processing to meet the needs of today’s consumer.  Understand the impact of these six trends on the insurance industry.

 

Why Your Agency Must Have a Written Security Plan (WISP)

Understand the state, federal and industry regulations that require agencies to develop a written information security plan (WISP).   During this session we will review current regulations and discuss the process for developing your agency WISP.  Part of each WISP should cover the physical, technical, and administrative safeguards of your agency.  Each of these will be reviewed to educate you on what your agency will need to include in your WISP to protect Personal Identifiable Information.  Specific topics will include risk assessments, action plans, incident response plans, third-party agreements, and staff training along with other informational areas.

 

 10 Ways to Improve Your Digital Marketing To Get Better Results

Digital marketing is the best way to not only find new clients, but to connect with your existing clients helping to improve your retention.   Understand the value proposition from digital marketing and how to gain more exposure than traditional marketing methods.   Learn how to track your results and determine which digital marketing methods are the best lead source.  During this session we will discuss, Google My Business, Google Analytics,  Google Search Console,  Video, YouTube, Facebook, Twitter, LinkedIn, and Animation Graphics along with some important tips and tricks.   

 

Improve Your Cyber Security

 Over the past few years, cyber security has become one of the most important areas of focus for many in the insurance industry.   With all fifty states implementing data breach protection legislation along with the Gramm-Leach-Bliley, Health Insurance Portability and Accountability Act, Health Information Technology for Economic and Clinical Health Act, California Consumer Privacy Act, and many others securing your consumer information has become mandatory.   Learn some of the Administrative, Physical, and Technical ideas your organization can implement to better protect your consumer data.   This will be an informative session and open your eyes to areas that you may not have thought of as cyber security weaknesses. 

 

 

Selecting A Management System that Best Suits Your Agency

Selecting an agency management system can seem like an overwhelming task.  Whether this is your first management system or you are replacing an existing system this is an important decision for any agency.  Requirements may vary from agency to agency due to lines of business, accounting operations, document requirements, digital marketing, integration with current systems, carrier downloads and budget.  During this session, we will review the five steps to selecting an agency management system that will best suit your agency.