Agency Universe Study 2020 – ACT Technology Results Summary
Future One is a cooperative effort of the Independent Insurance Agents & Brokers of America (IIABA) and independent agency companies. It sponsors a variety of programs to enhance the independent agency system and agency-carrier relationships, both legislatively and in the business environment. One of Future One’s major efforts has been the Agency Universe Study (AUS), […]
A Position Paper On The Use Of Multiple Company Websites Portals
Insurance Brokers Association of Canada A Position Paper on the Use of Multiple Company Websites (Portals) Summary: It is the position of the Insurance Brokers Association of Canada that insurance brokers should not be obligated to use stand-alone Insurer websites (portals). Brokers work with multiple insurance companies, and when any of those Insurers establishes a […]
A BROKER‘S RESOURCE GUIDE TO CHATBOTS
AN AGENT‘S RESOURCE GUIDE TO CHATBOTS Increasingly, business and personal communications occur electronically with information conveyed through the internet via a myriad of wireless and mobile devices. Public expectations and assumptions regarding accessibility and speed have shifted and continue to evolve. Businesses seeking to communicate with customers must keep pace with the changes, and be […]
Electronic BMS Carrier Workflow
Electronic BMS Carrier Workflow Download The PDF version
Insurance Brokers Association of Canada VENDOR JOINT MARKETING BROKERLIFT
January 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]
Insurance Brokers Association of Canada VENDOR JOINT MARKETING CSSI
January 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]
Insurance Brokers Association of Canada VENDOR JOINT MARKETING BROKERCORE
JANUARY 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]
Insurance Brokers Association of Canada VENDOR JOINT MARKETING PATHWAY
January 2023 In Canada, the Property & Casualty (P&C) insurance industry lags other industries on connectivity within the broker channel. As a result, brokers struggle with process friction and duplication of effort (double entry), resulting in unnecessary expense and a less than ideal client experience. Brokers use their own systems to manage their clients and […]
DISASTER PLANNING RESOURCES
YOU NEED A PLAN. Disasters, whether natural or otherwise can hit any time and without notice. The best line of defense is offense—prepare your employees, physical office, data, systems and clients with procedures to implement when disaster strikes. Be prepared to serve without power, phone, Internet and even without a physical office location. Agency principals […]
Insurance Brokers Association of Canada DATA EXCHANGE
JUNE 2021 IBAC DX “Imagine a day when your client asks you a question about their existing claim and instead of needing to send an email or make a call to the adjustor you would have the answer at your fingertips – inside your BMS” OVERVIEW What is DX? Why should brokers care? What is […]
