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…

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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…

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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…

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Change does not have to be scary, you must embrace it. We can take a page from David Bowie, when we think about change, just ask Kitty Ambers. Kitty discusses the 5 D’s of Change Management: Decide Design Deploy Deal With Distraction Drive Listen in as Kitty and Chris Cline talk about Change Management and…

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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…

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During this episode of InsurTech Talk, Kitty Ambers and George Robertson recap the fundamentals shared during our last episode, and outline 3 key ideas to ensure that your technology transformation goes smoothly.  These include: Overcoming the tendency to resist change, Approaching your technology investment as Strategic, and Supporting Strategy with solid Tactics We hope you…

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To take advantage of insurtech solutions that will propel your agency’s growth and success, you must know where you are today so you can plan and prioritize how you will get to the next level. One of my very favorite quotes is from Michael Jordan. He says, “The minute you get away from fundamentals —…

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It is only natural that as our country’s Independence Day approaches we revisit history.  Our Founding Father’s were relentless in the pursuit of Independence from Britain and the Declaration of Independence enumerates the many reasons (grievances) for the desired split. During my most recent reading of the historical document, one phrase jumped out at me. …

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Our industry spends a lot of time discussing the customer experience, and rightfully so. But what about our own experiences as users? I’m convinced that if insurance professionals mindfully commit to improving their own user experience throughout the quoting-and-binding process, the industry itself would be transformed. But so often we push aside our long-term goals…

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