AOTC EP 26 - Single Channel To Omnichannel: The Evolution Of Life and Annuity Distribution

AOTC EP 26 - Single Channel To Omnichannel: The Evolution Of Life and Annuity Distribution

The digital revolution in the insurance industry is in the process of transforming the way insurance is marketed and sold. The reason it’s undergoing such a metamorphosis is because of how customers want to do business. Smartphone technology, the internet and e-commerce have all combined to allow purchases at the touch of a button and this is changing the role of the insurance agent, as well. In this episode, we learn from two experts why and how insurance selling is changing. Donn Vucovich is Gerent’s Insurance Practice Lead and someone with a rich background in providing technology solutions to carriers, MGAs, and others. Michael Plazony is a former senior executive at both Kemper and Erie Insurance and also possesses a strong understanding of modern insurance technology. Key Ideas 02:05 – Insurance carriers need new digital tools to reach customers where they are. This is also changing the traditional agent role dramatically. 06:51 – The “Amazon Experience”: What it is and why carriers are failing to deliver it to customers. 15:17 – How does a carrier align sales and underwriting to give the customer the best possible experience? Get rid of preferred rates. 26:20 – What Salesforce solutions can do to help carriers manage and maintain omnichannel distribution.

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Avsnitt(43)

AOTC EP 43 - Secrets to a Successful Salesforce Implementation

AOTC EP 43 - Secrets to a Successful Salesforce Implementation

Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for man...

4 Feb 202231min

AOTC EP 42 - Top-Down Transformation - How Team Leaders Can Operationalize Big Change

AOTC EP 42 - Top-Down Transformation - How Team Leaders Can Operationalize Big Change

In theory, embracing digital transformation is one of the biggest steps a business can take to differentiate itself and adapt to a rapidly changing world. But in practice, digital transformation can o...

19 Jan 202226min

AOTC EP 41 - MuleSoft – Pulling Data From Any Source and Making It Accessible To All

AOTC EP 41 - MuleSoft – Pulling Data From Any Source and Making It Accessible To All

Companies, organizations, and industries are waking up to the critical value and importance of data. It drives everything today. But data comes from different sources which means that companies have t...

4 Dec 202119min

AOTC EP 40 - Gerent Digital – A Full-Service Digital Customer Experience Agency

AOTC EP 40 - Gerent Digital – A Full-Service Digital Customer Experience Agency

It’s surprising to find a digital agency these days that was founded before the word ‘digital’ was in anyone’s vocabulary. Gerent Experience (formerly Gerent Digital) is just such an agency. The prin...

1 Dec 202122min

AOTC EP 39 - CPQ: Streamline the Process of Configuring, Pricing and Quoting

AOTC EP 39 - CPQ: Streamline the Process of Configuring, Pricing and Quoting

Sales teams have been churning out customer quotes for as long as there have been salespeople in the field. Before the advent of quoting software, prices and quotes were generated manually on spreadsh...

5 Nov 202119min

AOTC EP 38 - Pardot: How It Generates Quality Leads For Marketing And Sales Teams

AOTC EP 38 - Pardot: How It Generates Quality Leads For Marketing And Sales Teams

There is plenty of technology available for marketing teams that can help generate leads. But when you begin to examine which technology generates quality leads, scored on their likely convertibility,...

19 Okt 202120min

AOTC EP 37 - Marketing Cloud: Powerful But Complex. How Gerent’s Implementation Approach Works Best

AOTC EP 37 - Marketing Cloud: Powerful But Complex. How Gerent’s Implementation Approach Works Best

There is likely no more all-encompassing and muscular marketing tool available to marketers than Marketing Cloud from Salesforce. More than a dozen fully integrated applications reside under the Marke...

13 Okt 202119min

AOTC EP 36 - Salesforce Commerce Cloud: One-Stop Shopping For Both B2B and B2C Companies

AOTC EP 36 - Salesforce Commerce Cloud: One-Stop Shopping For Both B2B and B2C Companies

In 2020, consumers spent 375 billion dollars in the U.S. shopping online – give or take a few million. Much of that was driven by the pandemic and major online companies like Amazon and one or two oth...

24 Sep 202120min

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