FROM THE BOARDROOM
help achieve goals of growth, profitability, and delivering efficient experiences to your customers
TRACY OESTREICH, CIC, CPIA, AU, CPIW PIA National Director
USE WINNING@VIRTUAL TO HELP YOUR AGENCY SUCCEED AND SECURE ITS FUTURE Winning@Virtual is a 3-part tool kit to help your agency maximize its use of digital tools to help evolve in sales and service. Learn from other insurance agents and listen as they share their stories about technology and the business results they are realizing along with the pitfalls to avoid. Find the best practices and stories of real agents who use digital technology to build and grow customer relationships. The number ONE goal of this toolset is to help independent insurance agencies take advantage of new technologies to thrive in today’s virtual world. How can the right technology help empower your agency? The time has come to recognize the importance of using technology to help achieve goals of growth, profitability, and delivering efficient experiences to your customers! It will also give you tips on enhancing employee communications and engagement. Use Winning@Virtual to research the investment in new tools for your agency. Every agency needs to be prepared to sell and service customers in a virtual world. Winning@Virtual is FREE for PIA members. It is a 3-part tool kit to give agencies information on tools to become proactive advisors in our digital world. Winning@Virtual Part 1 is the Technology Stack. Here you will find basic and advanced solutions to enhance virtual sales and service abilities for your agency. This tool kit will give you an introduction to key solutions as a reference point. Voice over IP, email marketing, live chat and virtual assistants are just a few of the solutions discussed in this section. You will have the ability to simply click on a link to hear about each technology from basic NOVEMBER/DECEMBER 2021 [ 8 ]
to advanced options. Each link will give you specific details on ways the technology can work in your agency, list vendors, features and pricing information. Winning@Virtual Part 2 is Putting Technology Into Practice. This section provides access to ideas and training to make the most of the technology tools you have invested in already or want to invest in. The toolkit has compiled a number of resources for you to perfect your skills. You will find information on virtual presentations, digital marketing, email marketing, collaborating online, net promoter scores and more. Take advantage of the videos and toolkits in this very valuable section. Winning@Virtual Part 3 is Learning From Agents. In this last section, provided to you are best practices and stories of agents that use digital technology to build and grow customer relationships and enhance employee communications. Listen to interviews with agents that are taking advantage of the technologies highlighted in Part 1: Technology Stack. Voice Over IP, videoconferencing, virtual assistants, email marketing, social media advertising and Podcasting and more!! You can watch the videos and learn about the benefits agents are already experiencing first hand! Winning@Virtual will help agencies at all levels with technological savvy. Use this toolkit to assess your virtual readiness, decide which technologies are right for you, calculate ROI on solutions you choose, select vendors, apply best practices for maximum results and learn from other peers in our industry. You can access this toolkit on the PIA National website at: www.pianational.org
