Crystal Ball Blog
Helping Agents Overcome Sales Challenges Created by COVID-19
During recent webinars we’ve been hosting for our customers and partners, we’ve highlighted 5 Key Features of eForms Wizard that have become vital in helping agents during this time of physical distancing, working from home, virtual client visits and other challenges created by the COVID-19 pandemic response. These five key features are: Offline Capabilities Education…
Read MorePartners or Pirates?
Consider your agency integrations before you accidentally walk the plank. By Kitty Ambers, CIC, CPIA, CISR, Chief Growth Officer at AVYST Strategies, guidelines, and protocols for Reopening America are hitting headlines on both micro- and macro-levels. Churches, schools, restaurants, offices, salons – every business and organization imaginable is having to rethink and retool how they…
Read MoreIn Case You Missed It – Technology Must Support Sales
In the recent 2020 NUPC/PIA Independent Agent Survey, technology was a focal point. There were several responses that caught our attention here at AVYST. One noted that the agency owner “has no time to look at new technologies.” But what happens to an agency when the owner doesn’t carve out time to deal with technology…
Read MoreACTION is How You Get Things Done!
Author Tim Fargo sums it up nicely, “Who you are tomorrow begins with what you do today.” To grow, expand, change, evolve, transform or whichever term you choose to describe your strategy, you must DO something. Doing is what leads to progress. To focus our doing, it’s wise to first define some milestones and action…
Read MoreInsurTech Talk: Three Common Misconceptions of Cybersecurity
Many insurance professionals are interested in cyber security not only for their own organizations but for their clients. During this InsurTech Talk, Kitty Ambers and George Robertson speak with special guest Dustin Mooney of RigidBits about the most common misconceptions surrounding cyber security including common terms that can be confusing and what compliance requirements are…
Read MoreUsing Virtual Visits to Stay Connected
At AVYST, we feel fortunate. Our organizational model is that of a distributed workforce. Most of us already work remotely and we have tools in place that help us stay connected as a team. Because we have this firsthand knowledge and experience, it is our pleasure to provide some tips to help others adapt to…
Read MoreInsurTech Talk: Best Kept Secrets of LinkedIn
Most professionals know LinkedIn as the best social network for business people to connect and share their experiences and promote their own personal brand. However, LinkedIn has some little-used features that can truly boost your professionalism. Join Kitty Ambers and George Robertson for this episode of InsurTech Talk, where you’ll learn about some of the…
Read More5 Keys to Improving Your LinkedIn Profile
Learn how to harness the power of LinkedIn to establish your own personal and professional brand. LinkedIn is the best social network for business people to connect and share their experiences in order to promote their products and services. During this episode of InsurTech Talk, Kitty Ambers and George Robertson provide insights around 5 Keys…
Read MoreEngaging with All Players
Is it possible for an InsurTech to take a page from Switzerland – able to engage with any technology platform, including legacy carrier systems and competing agency management systems? Yes, says Marc Still, an investor and CEO of AVYST. The firm is dedicated to cleaning up haphazard and slow policy submissions, benefiting agents, brokers, MGAs,…
Read MoreTogether Everyone Achieves More
THE AUGIE GROUP TACKLES INITIATIVES REQUIRING COOPERATION FROM ALL AREAS OF THE INDUSTRY By Christopher W. Cook Before I landed at Rough Notes, I waited tables for over twelve years at various establishments, because that’s what you do with a BFA in creative writing. And while having a collaborative effort from the front and back…
Read More