Keeping up with all the changes in automation and technology to keep your agency alive and well continues to be a time consuming and difficult job. There are constant, new changes that affect how you run your agency. These changes are not going to slow down... if anything they're going to speed up, especially over the next few years. The pace of change is going to go faster, not slower.
How are you supposed to keep up with technology changes, and sell insurance and run your agency? It's very difficult! The challenges you face are many. Here are just a few:
Are you spending too much on technology or not enough? ... Do you need to purchase a new agency management system... If so, which one?...Or, are one of the new ASP based systems right for you?... How well are you managing the use of email in your agency? (your customers and carriers are rapidly moving to email as their primary means of communication.)... What are you doing about the Internet?... What should your agency web site look like?... Are you going to provide customer's access to their information through your Web site? ... What are the benefits and costs?... What about electronic document management? ... How are you going to handle carriers turning off the paper? ... How are you going to keep up with all the changes?
These are the questions that you must answer to remain competitive in the coming years. Finding the right information to be able to answer these questions takes time. And, time is running out. Yet, the very survival of your agency is at stake.
Having been an independent agent for more than 25 years, I know you can make wise decisions to insure your agency survives and prospers in the coming years, if you have the right information. That's where the Agency Technology Performance Audit comes in.
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A Chief Information Officer (CIO) provides an agency with a strategic view of how new and existing technology can be integrated into the operation to help solve a business problem. Too many agencies implement technology without a clear understanding of what good it will do. Most agencies desperately need this type of direction, but simply can’t afford the position. That’s where our "Rent a CIO" program comes in. You basically hire Steve as your CIO on a part time basis. |
This generally requires a longer-term commitment on both of our parts, with a minimum engagement. The cost would be based on the amount of interaction and time needed to accomplish your goals and would take the form of a flat monthly retainer for the agreed upon period of time. Sufficient lead time is required to determine the correct combination of sessions, compare calendars for proper scheduling and prepare any necessary agency-specific materials. |
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