SUGGESTIONS TO INSURANCE AGENCIES FOR DIGITAL TRANSFORMATION – 3 (FINAL)

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Before to start, all preparations have been completed (targets, plans, expectations, new business structure, etc.) then the final phase can begin.

Foremost, a proper website should be set up by a professional in order to provide some services for current customers, to find new customers and strengthen the image of the agency.

2 significant features of an effective website;

  1. The user (customer) can access quickly to site and the screen is simple
  2. The user (customer) reaches the contents of interests easily

5 main characteristics of the effective website;

  1. Content; the site should be simple, convenient for purposes and shows features of the agency. So the site design is created with appropriate colors, texts, videos, etc.
  2. Customization; customers (current / potential) must encounter clear referrals in order to get the service easily that they want.
  3. Communication; A two-way communication structure should be set between agency and customer
  4. Links; the website be linked to the contents that interested by customers (striking offers by the agency, innovative developments about insurance, etc.)
  5. Security; the site must be prepared in according to the legislations. However, to ensure data security you must take the needed preventions. Besides, security precautions should not cause decelerations in website

The other issue is to adapt the current support programs to  new structure. As  we shared in the 1st and 2nd parts of our article, after the planning of new structure the compatibility of the current support program with the new process should be checked. Thereafter you could decide; to do necessary updates, to purchase the new version of the program or to find a new support program.

To take a right decision you must care to below items about the support program.

  1. Conformity to the agency’s plans and targets
  2. To be user-friendly, agile and fast
  3. Compliance to current technological developments
  4. Easily adapt to requests and developments
  5. To be compatible with the structures and expectations of stakeholders (companies, external sales group, etc.)
  6. Could be linked to the agency’s website
  7. Data security precautions (security, malfunctions, updating, etc.) must be sufficient
  8. The provider must have a good service and support capability

First of all you have to find who can provide suitable services  for these features and expectations, then start bargaining.

You must set a clear business plan and time schedule with IT groups for setting the website and development of support program and follow with precision. To solve the possible problems immediately, agency have to complete the works under his responsibility (controlling, correction, etc.) without time delay.

After the completion of all these processes successfully rising profit and portfolio, reduction of costs, forming multi-channel communications with the customers and other innovative developments mean a new era begins for the agency.

To succeed all these developments, agency owner have to take a solid decision for innovation and transformation then strictly does all steps of the progress

Suggestions here are not for only digitalization. This process will also realize for holistic transformation to change the business model and mentality. Therefore if an agency has mid or long term plans, he has to start the transformation process immediately and complete as soon as possible.

Rıza OYGUR

April 2021