![[TechTips] Stay Secure and Streamlined](https://media.licdn.com/dms/image/v2/D4E12AQG9-gGrobk5Zw/article-cover_image-shrink_720_1280/article-cover_image-shrink_720_1280/0/1729101511185?e=2147483647&v=beta&t=nSb6fz9DP38H-ZjrWTdzUEC3o_sJAAVmQAZX1RaqZOo)
[TechTips] Stay Secure and Streamlined
Data Security Requirements for Insurance – A Short Guide
What requirements does my agency have to worry about? Ryan Smith breaks it down for you.
Cybersecurity Month Series
Thursday, October 24 at 11 AM ET
Cyber Objection Handling Workshop
If you sell cyber, you probably hear some common objections from your prospects. Our panel will share background on why those objections may be coming up, how to avoid them, and what to do if you're confronted with them.
Thursday, October 31 at 11 AM ET
The Horrors of ID Theft
We read about breaches daily, but what does that mean for us as consumers, and what happens when our data gets in the wrong hands? In this Halloween special event, hear real accounts of ID Theft and ways to protect yourselves and your loved ones better!
Learn How to Set Up Multi-Factor Authentication in Your Agency
Is your agency ready to tackle the latest cyber threats? Learn about the importance of MFA as a critical security measure, safeguarding sensitive client information, and enhancing your agency's credibility.
领英推荐
Digital Transformation Case Study: Overcoming Barriers in Agency Bill and Premium Finance Workflows
For agencies like Lemoyne, PA based Gunn-Mowery, LLC, the ongoing pursuit to maximize efficiency and deliver exceptional client service is essential. One area they were looking to streamline was the traditional agency bill workflow.
Tuesday, October 22 at 11 AM ET
How to Stop Blowing Money on Bad Distribution with APIs
Insurance businesses face high agent turnover during onboarding and early business phases, exacerbated by state regulation differences.
Why it matters:?Streamlining onboarding with API technology can enhance data reliability, improve decision-making, and boost agent retention.
The big picture:?AgentSync's approach reduces onboarding friction, accelerates productivity, and minimizes agent loss, optimizing licensing processes and compliance to cut costs and churn.
Tuesday, October 29 at 2 PM ET
Automating Your Renewal Process in AgencyZoom with ReFocus AI
Automating renewal servicing enhances efficiency and customer experience. This upcoming webinar, led by ReFocus AI's CEO Colby Tunick, will explore building streamlined renewal processes applicable across various systems, including ClientCircle, Salesforce, and HubSpot.
Why it matters:?Automation in renewal servicing not only boosts team productivity but also significantly improves client interactions, setting a new standard in customer care.
Patra Joins Catalyit’s Premium Solution Provider Program
Managing back-office tasks can be time-consuming. Patra changes that by automating processes and outsourcing key functions, helping you focus on high-value activities like client engagement and business development.