5 steps to effective insurance technology decisions

5 steps to effective insurance technology decisions

Insurers are frequently looking to stay on the cutting edge of insurance technology and not get left behind in the marketplace. In many cases, they get carried away by the trends of the moment and leave aside positions on the type of tools they should be using and why. Therefore, today we will give you five steps to make the most effective decisions for your business.

Within the insurance agencies, the team members must work together. From the lowest positions to the presidency, the company’s objectives must be clear and followed by all. By being clear about the importance of each gear fulfilling its functions, it is possible to decide which are the best tools to achieve this objective in favor of the goals set.

This kind of company also has to learn to take measures to reach the right conclusions for each case. As an insurance company owner, you have to know each department’s needs and make general consultations to install the insurance technology that best suits the tasks performed.

Considering all this, Sentry will show you five basic steps to make effective insurance technology decisions.

5 steps to making the best insurance technology decisions

The decision-making method in insurance agencies can be complicated; however, with a few tips, agencies will reach the desired goals for the team’s well-being in a straightforward manner.

When it comes to insurance technology, many employees will be reluctant to make the switch from traditional to digital, so knowing their concerns and reaching satisfactory agreements can be a considerable challenge for insurance owners. Learn the steps you can take to make the right insurance technology decisions and move ahead of the competition at a good pace.

The problem and the plan

Insurance agencies use different organization and data management platforms to manage customers and internal actions. When these tools are no longer generating the necessary results, it is time to identify the new objectives.

At this point, a meeting is called with the work team to list all the aspects that need to be covered. How is productivity being affected? Are clients feeling neglected? Is the pace of organization and administration not efficient? With the weak points defined, it will be easy to articulate a plan.

As in all companies, when the search for solutions begins within a team, conflicts and problems may arise to reach an agreement. The ideal way to put together an action plan is to have an agenda of points to be addressed and follow it in an orderly manner to reach agreements. It will take time, but decisions should not be rushed.

Open the discussion

Never disregard agency workers’ opinions about insurance technology because they will be the ones in charge of manipulating and using it to the company’s advantage daily. Opening a channel for discussions and software testing is the best option so that, once one is chosen, everyone will be happy with the new work system.

Analysis of options

For insurers, a CRM is the primary way to organize, archive, and maintain good communication with policyholders and internally with all insurance agents.

Therefore, in choosing one that suits your needs, direct questioning must be done to determine whether or not it works with the agency’s activities. Employees have the right to be present at software demonstrations and give their thumbs up or thumbs down on each one.

Start the discussion again

With the best CRMs analyzed by managers and employees’ views, it’s time to start discussions with each team member to choose the best option. In all cases, it is necessary to listen to the experiences of use or handling of each insurance agent to know which are the strongest candidates.


Once you have the CRM best valued by workers, and as an owner of the insurer, also know their specifications and feasibility of installation, it is time to decide on this insurance technology.

Analyze the maintenance costs, prices, variety of tools, and affinity with other insurance tools, such as VoIP telephony, so that all aspects required as a business, for employees’ convenience, are covered. At this point, you just have to do the budget calculations and start the migration.

You already have in your hands the five steps to make effective insurance technology decisions within your organization, so now you just have to take the plunge and learn about the best sales programs for insurance agencies.

Keep in mind that considering all employees’ opinions and needs demonstrates the business’s firmness and good foundation. It also ensures that good results will be seen sooner or later with the necessary adjustments and considerations. For many, the change from traditional technologies to insurance technology will be challenging, but it will be worth it. 

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