What Does An Insurance Agency Look Like In 2018?
You work at an insurance agency. When you go to work in the morning, what do you see when you walk in, head to your desk, and sit down? Is the technology updated or just dated? Would you say that your agency represents the year 2018 or maybe 2008? And why is this important? Well, the insurance industry is on the forefront of leading the charge when it comes to modernizing technology in areas of communication, customer experience, and office workflows. As your agency modernizes the way it conducts business with customers, your office should reflect that same updated experience and process.
All insurance agencies are unique to the culture of the office, but what they all have in common is a need for change in an ever-evolving, digitally minded society. What does this change mean and how do you know if your agency may be in need of such an overhaul?
Check it out: Digital Transformation of Insurance in 2017
Let’s talk about five aspects of your office that should reflect the year 2018:
1. Surfaces and Monitors
An agency in 2018 will have lightweight and sleek monitors on each desk, or even mounted on the wall in front of you, as opposed to monitors you may still be working with that can take up half the space on your desk and take nearly half the morning to boot up. More often, there will be more than one monitor per desk. Having multiple monitors or other digital surfaces to work from such as touch laptops or tablets, will make a great impact on productivity. The more screen space you have to view your work on, the more you’ll notice you’re able to finish tasks a lot quicker instead of jumping from tab to tab to view pages or documents.
Check it out: Green Computing: What Is It and Why Should You Do It?
2. Phone System
It’s 2018 and your agency deserves better than a traditional landline system. With a landline system, comes the burden of high monthly fees and setup costs, expensive replacement parts, and simply no future for developing or enhancing its features. Overall, the landline system technology is dying with no hope of a revival in sight. Luckily, the alternative option for landlines in your agency is the VoIP phone system.
VoIP uses your agency’s existing Internet connection to transmit your voice when you make calls, into data that is shared to different channels online. Installation and costs are minimal and much cheaper than that of a landline service. VoIP offers unique features that landlines do not, such as mobility, accessibility, and flexibility. Instead of being glued to your desk when making a call with a landline phone, you’re able to use your cellphone as an extension of VoIP, login to your online account from other devices, and even convert voicemails you receive into text messages or emails.
Check it out: Why Insurance Agencies Are Using VoIP
Check it out: Evolution of The Desk (Video)
4. The Cloud
It is 2018 and its time to think about saving some trees. In the past, it’s been common to keep cabinets full of paperwork around the office. Having hard copies of files and documents seem like the safe way to go, but unfortunately, it’s been costing you more money than necessary and it also makes your agency appear to be behind the times when there are file cabinets all around the walls of the office. The more efficient way to store documents in 2018 is to file them electronically. Once you scan your documents, you’re able to store them in an online software that works for you. From here, it will be much more efficient to pull up a document when needed by simply locating it on your computer, instead of thumbing through stacks of papers that may or may not be organized in the most efficient way. Storing that information in the cloud, will save money, time, and potentially even the documents themselves in case of a fire or other potentially damaging disaster.
Check it out: The Cloud, Then and Now (Infographic)
It’s 2018 now and your agency is ready for change because odds are, the employees who work there have evolved with the growing trends in technology in their personal lives. The culture of your agency does not necessarily reflect how the office currently presents itself if you are stuck in the years past as far as your technology goes. You want your agency to reflect where you are as a team, and more importantly, where you want to go as a team in the future. Creating a workspace that both inspires employees as well as increases productivity, is what an agency in 2018 should really look like. Surfaces, VoIP system, and cloud technology are steps in the right direction to take your agency into this new year.
For a more comprehensive look at insurance in the agency, check out our Insurance Technology Pillar Page