WIN Magazine - Spring 2012 - (Page 19)
FEATURE: On the Cutting Edge of Technology
WHOLESALE AGENTS & INSURERS EMBRACE TABLETS
BY JAMIE IVES
URING THE PAST year, the use of tablet technology has grown among wholesale agents, brokers and insurers across the country as well as in other insurance centers (See related story by Adam Stafford - page 28 on the risk recently placed at Lloyd’s using an iPad). Accompanying mobile rating and marketing systems have also been employed to enhance effectiveness both
in the office and in the field. The useful applications (apps), immediate access to emails and the Internet, and other tools and resources that can be available at the touch of a finger all can improve customer service and agent productivity. Success stories abound of wholesale agents have found tablet devices to be a valuable tool. They also quickly found numerous rewards. Here are some of their recent experiences:
DUSTIN YOST SeaCoast Underwriters, with two offices in Florida, 30-40 in-office associates. Responsibilities: Marketing and territory development, Georgia; specializing in excess and surplus lines; more than two years with the company; age 39 Tablet Overview Do you like it? I love it. In addition to being an essential tool, my tablet gives me a strong sense of the future role of technology in our industry in the next two to five years. Has it made doing business easier? Yes. It is fast and easy. The agents I visit are impressed with the tablet, and modifications to the mobile rating system ensure that I am fully updated. What rewards can be expected and how soon? The rewards are immediate, especially on the practical side. On the sales and marketing side the
perception is also good, as it shows SeaCoast Underwriters being ahead of the curve and a leader in the benefits and rewards of new technology. Specific benefits What are the specific benefits? Faster indications. The current economy is making it tough on everyone. As a result, many clients are focused on pricing. To address this concern, I use my tablet to show them how fast and easy I can give them a quote. If they have all the points I need, I can give them an answer in 2 minutes. How does it compare to a laptop? In comparison a laptop is bulky. A tablet weighs next to nothing. It’s easy to pass it around, lay it on the table or share it with your clients. In fact, it seems to invite involvement and sharing. Purchase costs Is it expensive to get started? Tablets can be bought in a variety of electronic stores. Most cell >>
Dustin Yost uses his tablet device to provide immediate quotes and bind business.
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Table of Contents for the Digital Edition of WIN Magazine - Spring 2012
Cover Story: The Catlin Arctic Survey: How an Insurer Decided to be in the Forefront of Environmental Research
The Year in Review: Natural Catastrophes in 2011
The Impact of Climate Change: An Interview with Ernst Rauch
Wholesale Agents & Insurers Embrace Tablets
Technology@Lloyd’s: Closing the Gap in 2012
A Unique Perspective: An Insight on the Technology Transformation
An Email Commentary: Liability Exposures and How to Prevent Them
Marketing on the Internet: New Opportunities for Wholesale Insurance Agents
Applying “Moneyball” Principles to General Agencies: How Much Value is Trapped Within the Back Office?
IN THE WIN-NER’S CIRCLE: A Discussion with Tom Kuzma
INDEX TO ADVERTISERS / ADVERTISERS.COM
WIN Magazine - Spring 2012
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