AOTC EP 26 - Single Channel To Omnichannel: The Evolution Of Life and Annuity Distribution
Update: 2021-06-01
Description
The digital revolution in the insurance industry is in the process of transforming the way insurance is marketed and sold.
The reason it’s undergoing such a metamorphosis is because of how customers want to do business. Smartphone technology, the internet and e-commerce have all combined to allow purchases at the touch of a button and this is changing the role of the insurance agent, as well.
In this episode, we learn from two experts why and how insurance selling is changing.
Donn Vucovich is Gerent’s Insurance Practice Lead and someone with a rich background in providing technology solutions to carriers, MGAs, and others. Michael Plazony is a former senior executive at both Kemper and Erie Insurance and also possesses a strong understanding of modern insurance technology.
Key Ideas
02:05 – Insurance carriers need new digital tools to reach customers where they are. This is also changing the traditional agent role dramatically.
06:51 – The “Amazon Experience”: What it is and why carriers are failing to deliver it to customers.
15:17 – How does a carrier align sales and underwriting to give the customer the best possible experience? Get rid of preferred rates.
26:20 – What Salesforce solutions can do to help carriers manage and maintain omnichannel distribution.
The reason it’s undergoing such a metamorphosis is because of how customers want to do business. Smartphone technology, the internet and e-commerce have all combined to allow purchases at the touch of a button and this is changing the role of the insurance agent, as well.
In this episode, we learn from two experts why and how insurance selling is changing.
Donn Vucovich is Gerent’s Insurance Practice Lead and someone with a rich background in providing technology solutions to carriers, MGAs, and others. Michael Plazony is a former senior executive at both Kemper and Erie Insurance and also possesses a strong understanding of modern insurance technology.
Key Ideas
02:05 – Insurance carriers need new digital tools to reach customers where they are. This is also changing the traditional agent role dramatically.
06:51 – The “Amazon Experience”: What it is and why carriers are failing to deliver it to customers.
15:17 – How does a carrier align sales and underwriting to give the customer the best possible experience? Get rid of preferred rates.
26:20 – What Salesforce solutions can do to help carriers manage and maintain omnichannel distribution.
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