What are life & health agencies planning to use 2020 to run their operations?
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 utilize in their operations.
We’ve conducted this survey annually since the fall of 2016 and have included results from all 4 years in this eBook. Respondents this year were from agencies of all sizes and sell mostly health and life insurance to groups, individuals, and seniors.
This survey included 33 questions regarding database management, commissions processing, and workflow automation. One key finding from the survey was that, in 2020, life and health insurance agencies will be seeking industry-specific technology to run their operations.