For Carrier or MGA Leaders

• Feeling the pressure from stakeholders about introducing AI, automation, and modern technologies into your workflows but don’t know where to start or how to prioritize?

• Are you loosing business to competitors because of your antiquated workflows, processes and customer experiences?

• Is your life outside of work fast, easy and simple (same day delivery, streaming services, AI on your mobile device); but your insurance business isn’t?

• Are your people burned out from being burdened by repetitive tasks? Do they have time to do meaningful work?

• Are your phones, chats and email inboxes overwhelmed because of the lack of digital customer self-service tools?

• Are your SLAs for getting back to customers days or weeks instead of hours or minutes?

• Are your CX, CSAT or NPS ratings dropping? Have you identified why?

• Do you have product leaders that don’t want to modernize. That say “we do it that way because that’s the way we’ve always done it”?

• Do your product leaders know how to modernize? Worried about their jobs? Worried about their production? Do they understand the benefits?

• Is your “temporary” offshore BPO labor becoming permanent?

• Do you have disparate systems? Some legacy, some modern and don’t know how to get them to work together?

• Who are all these Insurtech software vendors with grand solutions? Do you have time to evaluate them? Confident about partnering with them? How do you know which ones to choose? Who’s going to deliver a positive ROI and who is going to disrupt business and cause concerns for your P&L?

For Insurance Agencies / Brokers

• Is your life outside of work fast, easy and simple (same day delivery, streaming services, AI on your mobile device); but your insurance business isn’t?

• Are you loosing business to competitors because of your antiquated workflows, processes and customer experiences?

• Is your business flat or not growing at the rate you want? Do you know why? Know how to scale without adding people?

• Are your people burned out from being burdened by repetitive tasks? Do they have time to do meaningful work?

• Does your AMS partner offer digital tools that you don’t understand, don’t have time to implement, or are unsure of the benefits?

• Are your producers spending more time on administrative work then relationship building?

• Are your phones, chats and email inboxes overwhelmed because of the lack of digital customer self-service tools?

• Are your SLAs for getting back to customers days or weeks instead of hours or minutes?

• Are you turning away small business prospects because they’re not worth the time?

• Are you loosing out on passive income because you’re not familiar with terms like: APIs, white labelled, embedded, and widget?

• Feeling the pressure about introducing AI, automation, and modern technologies into your workflows but don’t know where to start or how to prioritize?

• Is your “temporary” offshore BPO labor becoming permanent?

• Are your CX, CSAT or NPS ratings dropping? Have you identified why?

For Insurtech Startups and Investors

• Do you have an amazing product but are having trouble distributing it?

• When should you iterate? When should you expand?

• Are you the founder and CEO, and the only salesperson? Do you speak insurance lingo? Do you understand backend and frontend insurance workflows and operations?

• Are you able to communicate your value-proposition in a way that average insurance people can understand and visualize?

• Are you established but are having trouble renewing your contracts? Do you know why?

• Is your product falling flat post implementation because your clients don’t know how to use it or don’t have the bandwidth to maximize it? Is that a “you” or “them” problem? Waiting to find out at renewal time?

• Are you able to understand use-cases? Do you know when your product fits and when it doesn’t? Do you know why or why not?

• Do you offer comprehensive solutions only to find out that your customers need a-la-cart solutions? Are they right? Do you know why or why not?

• Are your sales presentations and cycles complicated and confusing? How do you know?

• Having trouble with change management and pushback from stakeholders?

• Do you know the real value in the eyes of your client? Do you provide ROI tools?

• Does your analytics dashboard provide valuable business insights, data, and reports? Is it easy to understand and navigate?