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ACT Report

AUGIE Survey

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ACT Report (Agents Council on Technology)

A. Agencies committed to technology typically:

1) increase their efficiency

2) are more attractive to insurance companies

3) command a higher value upon sale

4) provide a positive work environment

5) create an enhanced image to customers

6) broaden the agency's geographic reach

7) get more work done more quickly and free up time to better service customers.

B. Quote - "Recently completed Future One research indicates that the three top obstacles independent agents face with regard to the effective use of technology are: 1) the cost of new technology, 2) the lack of time for the planning and implementation of new technology, 3) the lack of in-house expertise".

AUGIE Survey (Acord User Groups Information Exchange)

a. Key findings:

1) Agents should budget for technology.

2) training and education are key components for agencies and companies alike.

3) the greatest automation time-waster is duplicate entry.

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