AOTC EP 30 - Insurance Carriers: Here’s How To Successfully Implement A Digital Roadmap

AOTC EP 30 - Insurance Carriers: Here’s How To Successfully Implement A Digital Roadmap

What does customer service mean today? It means being proactive and reaching out to the customer. It means making it easy for the customer to do business with you. The insurance industry has not been a leader in adopting this kind of customer outreach platform. In fact, the industry has been a laggard. But that’s changing quickly, as more insurance-specific digital platforms become available and technology solutions providers guide insurance carriers along their digital pathway. In this episode, we examine both the theory and the application of a digital roadmap for insurance carriers so they can put their customers first. Our guests include Donn Vucovich, Gerent’s Insurance practice lead and Robert Rudy, an industry veteran with hands-on experience in digital implementation and founder of Paradox Advisors, a company that offers technology guidance to the insurance industry. Our Guests Donn Vucovich – Donn is Gerent’s Insurance Practice Lead, taking the message of digital transformation to the insurance industry. Donn has held senior management positions for more than 30 years in insurance, designing and guiding implementations to streamline operations within numerous insurance companies. Robert Rudy – Robert is the founder of Paradox Advisors, offering technology know-how and guidance for insurance firms. He has years of experience in creating new revenue streams by developing innovative products, services, and capabilities to grow customer and distribution channel relationships. Key Ideas 0220 – Digital Roadmap defined in simple terms 0603 – Why new insurance products are necessary for a digitalized insurer and for the customer 0934 – How one company set out alone on a digital roadmap…and got lost 1857 – The first benchmark of success on the roadmap: bringing in outside expertise

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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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