[eBook] Life & Health Insurance Agency Technology in 2020

In this eBook, we'll cover what agencies are currently using and planning to use in 2020 regarding contact and policy management, commissions processing, & workflow automation.

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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.

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What was the style of this survey?

The survey for 2020 included 33 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. For 2019 and 2020’s surveys, we 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 2020. With this, your agency can make informed decisions on what tools will enhance your agency's operations.