[eBook] Life & Health Insurance Agency Technology in 2019

In this eBook, we'll cover what agencies are currently using and planning to use in 2019 regarding contact and policy management, commissions processing, & workflow automation.

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What are life & health agencies planning to use 2019 to have their best year yet?

We conducted a survey recently that asked life and health insurance agency owners, agents, and staff members at agencies of all sizes what technologies they currently utilize in their operations and what changes they plan to make to this in 2019.

We’ve conducted this survey annually since the fall of 2016, and we included results from all 3 years in this eBook.

One key finding from the survey is that, in 2019, life and health insurance agencies will be seeking industry-specific technology when it comes to database management, commissions processing, and workflow automation.

To learn more, download the free eBook! 

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What was the style of this survey?

The survey for 2019 was a 24-question survey asking questions regarding database management, commissions processing, and workflow automation. In the surveys for 2017 and 2018, we asked similar questions, but focused the third part more on marketing automation. This year’s survey expanded that to focus on workflow automation as a whole, including marketing efforts.

Who responded to this survey?

Respondents this year were life and health insurance agency owners, agents, and staff members from agencies of all sizes. They indicated that they sell mostly health and life insurance to groups, individuals, and seniors. 

How will this research benefit me?

Using this research, you will gain a better understanding of what agencies like you are currently using when it comes to database management, commissions processing, and automation, and you'll learn what they plan to use in 2019. With this, your agency can make informed decisions about what you'll use to make this your agency's best year yet.