If you’ve ever wondered how to drive sales using technology, you have come to the right place. We have assembled a masterclass of resources to help turn your sales team into a tech-enabled powerhouse.

We break down why innovation in insurance and other consultative sales is not just a passing fad. For example, how long have you outgrown your Agency Management System? If you’re ready to do something about it, start with ‘The SaaS evolution is kicking on your agency door.’ If this is the first time considering technology to be more competitive, then you’re in for a  shock: research has found that the biggest differentiator for high-performing sales teams, and high-performing teams across the enterprise, is their use of technology. We explore this trend in ‘AI or Die: How Advances in Tech are Changing the Sales Game.‘

FINDING AND IMPLEMENTING USEFUL SALES TECHNOLOGY

• The Three Ways to Keep Technology Simple Stupid

  Adopt technology using the KISS (‘Keep It Simple Stupid’) standard to make your next technological adoption simpler and start generating value from it faster.

• How to Place Your Bets in the Age of Insurtech in 3 Easy Steps

  A strategic guide to help you figure out which insurtechs to work with, here is the three-step strategy to know which companies to double down on, and which ones to take a pass.

• Overcoming the Fear of Technological Change: A guide for SMBs

  Technology change is not “a necessary evil”; it’s a necessary evolution. SMBs are limited by scale, meaning they have to adopt technology differently to maximize ROI.

HOW TO AUGMENTING YOUR SALES TEAM TO GENERATE MORE REVENUE

• 5 Steps to Build a Tech-Enabled Sales Team

  It’s not enough to pound the phones and the slam submit key on your email anymore; selling in the twenty-twenties takes conscientiousness. The goal now for sales teams is consultation, not disruption.

• How to Gain an Advantage with the New Sales Buddy System

  Imagine if every B2B salesperson, regardless of company size or revenue, could be paired with an assistant that is knowledgeable about marketing and also handles many aspects of ‘engineering’ the sale.

CONNECTING WITH YOUR CLIENTS & PROSPECTS

• Why Renewals are the Worst Time for Account Rounding

  We found after analyzing multiple books of businesses that of the entire year, account rounding within 30-days of the policy expiration has the lowest likelihood of success.

• How to start a blog your insureds will love

  Interacting with your insureds outside of renewals is tricky. You do not want to over-communicate and become an annoyance, while simultaneously making them feel valued. One way we can do this is by starting a blog.

1ST HAND EXPERIENCES FROM INSURANCE & INDUSTRY LEADERS

• Pressing the reset button: An agency’s digital transformation journey to bridge the data gap

  We had been chasing a “single source of truth” before our realization. One system to give us everything we needed. This was what we were after from 2016 to 2018. We were aiming to shoehorn everything into our AMS to give us a single source of truth. This was wrong.

• The Journey of SNAP Legal: How One Founder Fought to Make Legal Documentation Easy

  In this article, learn about the mistakes and successes the founders of SNAP Legal had bringing this product to market.