Unlocking Insurance Technology: Insights from Our Webinar with Doug Mohr of Vertafore
At Archway Computer, we’re committed to helping independent insurance agencies stay ahead of the curve by leveraging the latest technology. That’s why we launched our new webinar series, “Insurance Hacks,” where we bring industry leaders to discuss cutting-edge trends and tools. In our inaugural session, we were thrilled to host Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore, who shared valuable insights into how Vertafore is transforming the insurance landscape.
Here’s a recap of the key takeaways from our conversation with Doug.
1. Modernizing the Independent Agency
Doug kicked off the discussion by highlighting Vertafore’s commitment to modernizing the independent agency through automation and digital tools. Vertafore is focused on making the insurance lifecycle simpler and smarter, providing agencies with the technology they need to stay competitive in a rapidly changing market. From client digital experiences to enhanced agency management systems like AMS360 and QQCatalyst, Vertafore is continuously innovating to meet the evolving needs of the industry.
Archway Computer’s Tip: Explore how your agency can leverage automation tools like Vertafore’s AMS360 to streamline processes and improve efficiency. These tools are designed to help you focus more on serving your clients and less on manual tasks.
2. The Rise of Digital Marketing in Insurance
One of the key trends Doug discussed was the growing importance of digital marketing in the insurance industry. As consumer expectations shift towards a more digital-first experience, agencies need to adapt by integrating digital marketing strategies into their operations. Tools like self-service portals, electronic payments, and e-signatures are becoming essential for providing the seamless experience that today’s customers demand.
Archway Computer’s Tip: Consider enhancing your agency’s digital presence with tools that allow clients to interact with you online. Archway Computer digital marketing solutions can help you implement features like SEO and digital campaigns that align with modern consumer expectations.
3. Embracing the Power of Data
Data analytics is another area where Vertafore is making significant strides. Doug explained how tools like RiskMatch provide agencies with deep insights into their business, helping them make data-driven decisions. Whether it’s identifying cross-sell opportunities or benchmarking performance against industry standards, these tools enable agencies to unlock the full potential of the data they already have.
Archway Computer’s Tip: If you’re not already utilizing data analytics, now is the time to start. Tools like RiskMatch can help you gain valuable insights into your operations and identify new opportunities for growth.
4. Vertafore’s New Initiatives: AgencyZoom and Commercial Submissions
Doug shared exciting news about Vertafore’s recent acquisition of AgencyZoom, a leading insurance CRM and sales automation solution. This addition to the Vertafore family is a game-changer for agencies looking to automate their sales processes. The integration of AgencyZoom with Vertafore’s existing products, like PL Rating, provides a seamless experience that enhances both sales and customer service.
Another major highlight was the introduction of Vertafore’s Commercial Submissions tool. This innovative solution simplifies the commercial lines quoting process, allowing agencies to quote small commercial businesses with the same ease as personal lines. This tool is already showing significant time savings for agencies using it and is set to expand with more carrier integrations in the coming months.
Archway Computer’s Tip: If your agency handles commercial lines, consider adopting tools like Vertafore’s Commercial Submissions to save time and reduce errors. Also, explore how AgencyZoom can automate your sales process, making your agency more efficient and customer-focused.
5. Vertafore’s Commitment to Customer Success
Throughout the webinar, Doug emphasized Vertafore’s dedication to customer success. With a fierce devotion to client satisfaction, Vertafore is continuously enhancing its support operations and investing in technology that helps agencies succeed. Whether it’s through robust customer support, comprehensive documentation, or the Orange Partner Program, which Archway Computer is a proud member of, Vertafore is focused on making it easier for agencies to do business and achieve their goals.
Archway Computer’s Tip: Take advantage of Vertafore’s support resources, including their extensive online help and customer success teams. These tools are designed to help you get the most out of your technology investments.
Conclusion
Our first “Insurance Hacks” webinar was a great success, offering valuable insights into how Vertafore is driving innovation in the insurance industry. From modernizing agency operations to embracing digital marketing and leveraging data, there are many opportunities for independent agencies to enhance their efficiency and better serve their clients.
We’re excited to continue this webinar series and bring you more industry insights from the best and brightest in insurance technology.
Ready to take your agency to the next level? Contact Archway Computer to learn how we can support your technology needs and help you implement these insurance hacks.