It is our mission to ensure that you are comfortable with emerging and innovative solutions. OIA has created a technology hub that helps agents identify, vet, and select the right technology partners. Agencies have business plans, employees, processes, and customers. Faced with the want and need to digitize, our library of technology resources provides agents with the necessary, actionable tools to learn about solutions and make informed decisions that meet and exceed growth and retention goals. Below, you will find video demonstrations of competing technologies, DIY guides that build your dialogue and selection criteria with prospective partners, and a growing list of consulting resources for empowering agents with technology acumen.
Build your agency’s tech plan by downloading the OIA Technology Strategy Template
Prepare qualifying questions by downloading the OIA Tech Partner Diligence Template
Terms like InsurTech and IndieTech are used wildly and carry with them both positive and negative connotations. For agents, the terms create a mixed bag of opportunity and fear. Industry educators are heightening the conversation through information overload, stating that you must take part in the tech movement now. Many insurtechs exacerbate the discussion, trade high-fives, build each other’s egos, and never get beyond suggestive language that leads to measurable execution. This leaves the agent stranded in a world of hyperbole.
Bob Dylan coined the phrase “times they are a-changin.” We are likely reading this post while working from home. Our in-person collaboration with employees and customers has been limited or suspended. Tools that we may have deemed as secondary in our operations must now be prioritized as a staple for sustaining the agency.
If you are seeking a checklist of essential tools and services that empower your remote workflow, we have provided a collection of technology hardware and software recommendations that help…
Roper Technologies will acquire Vertafore for $5.35 billion. This development has created excitement for industry media outlets and on social media channels, so let’s take the opportunity to consider the implications of the transaction for insurance agents.
First, it is important to temper the excitement by acknowledging some fundamental practices of private equity (PE) firms. Typically, PEs compile an investment portfolio with companies that have high growth potential but require additive…
If you prefer to discuss your technology needs and require professional support throughout the planning, selection, and execution phases, please call 614-427-2725 for a FREE consultation.