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A Digital Guide for Brokers

Featuring host, Luke Kennelly

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A Digital Guide for Brokers, produced to provide advice and support for brokers on how to tackle the growing digital opportunity within general insurance. The podcast features senior leaders within Open GI sharing their first-hand experiences and discussing the opportunities and challenges brokers will face implementing digital solutions in their businesses.
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show series
 
On the final episode of the podcast in this series, host Luke Kennelly discusses the pace and breadth of digital adoption among brokers in the UK general insurance market. He’s joined by Paramjit Singh, Head of Digital at Open GI, and Pete Hunter, Head of Research and Development to explore the reasons why the insurance industry has been a late ado…
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In this episode of Open GI's Digital Guide for Brokers, host Luke Kennelly and his guests delve into the world of cybercrime and its implications for brokers. You’ll find this an invaluable insight into common types of cyber attacks, signs to look out for, and ways to prevent them. Giles Baxter, Chief Information Officer at Open GI, and Gary Webb, …
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You won’t get a more illuminating insight into what adopting machine learning and AI means for the general insurance industry than in the second part of Luke Kennelly's engaging chat with Tom Murphy of MLP, in which they continue to cover a broad range of topics Exploring the reasons why there is a reluctance amongst brokers and insurers to adopt m…
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In this episode of Open GI's Digital Guide for Brokers series, join host Luke Kennelly and his guest Tom Murphy for a lively and informative podcast chat that dives deep into the significance of and Machine Learning (ML) and Artificial Intelligence (AI) for the insurance industry. Tom is one of the founders of Machine Learning Programs (MLP), and h…
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In this episode of Open GI's podcast, A Digital Guide for Brokers, Luke Kennelly, Product Marketing Manager, explores the topic of enrichment and the benefits that enrichment partners can deliver for brokers. He’s joined by Cameron Dipple, Partner Manager, and Jane Barker, Head of Product for the Mobius platform from Open GI, to explore the impact …
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In this first episode of the Open GI podcast, host Luke Kennelly and guest Sandra Vickery discuss finding the best of both worlds in combining digital and the personal touch when creating the customer experience. Sandra is Head of Design at Open GI and she brings over 20 years of experience in various design activities to the discussion. Together, …
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A Digital Guide for Brokers, produced to provide advice and support for brokers on how to tackle the growing digital opportunity within general insurance. The podcast features senior leaders within Open GI sharing their first-hand experiences and discussing the opportunities and challenges brokers will face implementing digital solutions in their b…
  continue reading
 
After two years and over 100 episodes of The Digital Broker, we find out that the insurance agency space has never been in more promising shape. Ryan Deeds and Indio Technologies CMO Ken Wohl look back on what the show has taught us about data, technology, and the future of insurance agencies.Autor: Indio Technologies, Inc.
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In-person meetings are essential to the insurance industry, but social distancing and quarantines are limiting the freedom to get together in person. Luckily, virtual meetings are coming to the rescue, providing opportunities to keep learning and meeting people. Time to take virtual meetings more seriously. Ryan Deeds hosts.…
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Paying producers too high a percentage on new business can discourage them from taking renewals seriously, but neither should you keep producers stuck on renewals. There is no universal formula for producer compensation, but here is what to keep in mind when designing a producer compensation structure that makes sense for your agency. Ryan Deeds ho…
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Leadership involves making decisions based on the available information, but in times of crisis, information is volatile, if it's available at all. Learn how to lead your team through crisis by becoming flexible, nimble, and agile. Ryan Deeds interviews Brian Comerford, host of the Lead.exe podcast.Autor: Indio Technologies, Inc.
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Bad days are going to happen, but if you know what you’re doing, great days are going to happen too, and they can supercharge employee morale and wipe out the impact of previous bad days. Here are a few, simple things you can do to deliver great days to your employees. Ryan Deeds interviews Azia Hurley and Melissa Wilder.…
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Insurance agencies have historically been slow to catch up on technology, but COVID-19 is changing everything. Learn how insurance agencies are making important technological adjustments that will benefit them long after the crisis is over. Ryan Deeds interviews Eric Wistrand, CIO of Couch Braunsdorf.…
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When your house and the office become the same place, it is easy to feel like your career is stuck, too. But there is much you can do at your desk to grow your network. Ryan Deeds interviews Olivia Schmitt, who landed her dream job at Total CSR by posting consistently on LinkedIn.Autor: Indio Technologies, Inc.
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Extraordinary times are pressuring insurance agencies to switch to remote work immediately, but knowing where to start can be disorienting. We get straight to the point and tell you which collaboration tools you can start using right away, without having to sort through hundreds of options. Ryan Deeds hosts.…
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Bad days are going to happen, but when they *keep* happening, they can destroy agency morale and drive employees away. Here is what you can do to minimize the incidence of bad days and reduce the negative impact of the ones that happen anyway. Ryan Deeds is joined by Azia Hurley and Melissa Wilder.Autor: Indio Technologies, Inc.
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Heading into the holiday season, Ryan celebrates appreciation. People don't do their best work unless they want to, and that requires motivation and appreciation. But there are ways to show appreciation that can backfire. Learn how to design and implement a culture of appreciation that consistently inspires and motivates employees.…
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Customers are sometimes hesitant to pay a premium if it's too large. Premium financing allows the customer to pay the premium in installments. Bill Wood of Imperial PFS talks to Ryan Deeds about how premium financing works, what the customer can expect, and how the insurance agency receives the money.…
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On this episode of The Digital Broker, Ryan Deeds interviews Matthew Smith of Rocket Referrals, a company that helps insurance agencies discover and get value from their Net Promoter Score. By listening to this episode, you will learn why a Net Promoter Score is superior to other measurements of customer satisfaction, how to find your Net Promoter …
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On this episode of The Digital Broker, Ryan Deeds and Demetrius Gray talk about preparing an insurance agency to handle weather-related claims. By listening to this episode, you will learn what insurance agencies could do to handle weather-related claims more proactively, how technology can help insurance agencies assess exposure to weather damage …
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On this episode of The Digital Broker, Ryan Deeds talks with Jim Gardner about using technology to optimize field inspections. By listening to this episode, you will learn how traditional field inspections cause operational frictions that waste agency resources and frustrates the customer and how technology can streamline this operation by delegati…
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On this episode of The Digital Broker, Ryan Deeds interviews Justin Lair of Agency Revolution about the digitization of an insurance agency's marketing process. By listening to this episode, you will learn which outdated habits of classical agencies are their downfall, what sets forward-thinking agencies apart from classical agencies, and how forwa…
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On this episode of The Digital Broker, Ryan Deeds interviews Andy Priesman, founder of Cover Desk, about virtual assistants. By listening to this episode, you will learn how an assortment of back-office work can eat into your employees’ time, decreasing your agency’s output, how virtual assistants are capable of relieving your agency of these tasks…
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On this episode of The Digital Broker, Ryan Deeds interviews Justin Goodman, founder of Total CSR. By listening to this episode, you will learn which operational problems forced Justin to develop Total CSR, how the platform grew to help insurance agencies train CSR’s, producers, and employees in any position, and how a good onboarding process helps…
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On this episode of The Digital Broker, Ryan Deeds and Mark Alberto talk about the role of an IT department at an insurance agency. By listening to this episode, you will learn, how the expectations and responsibilities of the average IT department have grown, which challenges, old and new, continue to affect an IT department, and how to mitigate th…
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On this episode of The Digital Broker, Ryan Deeds reflects on leadership and the key responsibilities of a leader. By listening to this episode, you will learn which responsibilities are exclusively a leader’s, how employee engagement is a function of leadership, and how favoritism, absenteeism, and hypocrisy tarnish the credibility of a leader.…
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On this episode of The Digital Broker, Ryan Deeds talks about change management. By listening to this episode, you will learn why change management is essential to operational excellence, why so many change initiatives fall apart, and how to fortify your change management strategy by repeatedly asking yourself these five important questions.…
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In this episode of The Digital Broker, Ryan Deeds talks to Michael Furlong, CEO and co-founder of Indio Technologies. By listening, you will learn why Indio bet on empowering the insurance agent and broker when everyone else was betting on technology to replace them, which key decisions allowed for Indio's growth, and what the company's plans are f…
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In this episode of The Digital Broker, Ryan Deeds talks to Ron Glozman, CEO and founder of Chisel AI, about artificial intelligence and its applications in the field of insurance. By listening to this episode, you will learn how AI is already helping people in the insurance industry and how it actually can create employment opportunities by relievi…
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In this episode of The Digital Broker, Ryan Deeds interviews Ron Glozman, CEO and founder of Chisel AI, about the company’s journey from inception to present-day operations. By listening to this episode, you will hear the story of how a textbook-crunching app became an insurance policy checking tool and how the artificial intelligence behind the to…
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In this episode of The Digital Broker, Ryan Deeds examines the challenges of implementing technology at insurance agencies. You will learn which biases prohibit insurance agencies from implementing new technology effectively, how to reset your expectations of technology, how your operations team figures in the implementation of any technology, and …
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In this episode of The Digital Broker, Ryan Deeds and Azia Hurley talk about Millennial employees at insurance agencies. You will learn why Millennial and non-Millennial employees sometimes don’t get along, how a mentorship program is key to integrating Millennial hires, how career pathing helps Millennial talent develop, and other ways to motivate…
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In this episode of The Digital Broker, Ryan Deeds and David W. Clausen talk about how growth works at insurance agencies. You will learn how insurance agencies grow in leaps which are preceded by an inflection point that forces leadership to make a decision, what to take into account when making those decisions, how partnerships and technology assi…
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In this episode of The Digital Broker, Ryan Deeds interviews David W. Clausen about David’s successful history of generating leads online. David is the CEO of Coastal Home Insurance Solutions. You will learn how you can grow your own digital presence by sticking to the very basics of online marketing and why you should test your way to success, bei…
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