LULU: LeadUp LearnUp Virtual Conference: Wednesday , August 7, 2019
Wednesday, August 7th, 2019
9:00 to 9:20 a.m. PDT
Tech Talk: How to Market Effectively Online for Insurance Agents
Jason Keck, CEO, Broker Buddha
In this session, Jason Keck, CEO of Broker Buddha and 20 year technology executive will give an introduction to online marketing for insurance Agencies. Topics will include 1) How to think about online marketing, 2) How to develop an online campaign, 3) How to create a highly personalized online customer experience.
9:20 to 9:40 a.m. PDT
Tech Talk: Reimagining the Agency
Sandeep Deva, Vice President of Consulting & Product Development, Exdion
In this session Exdion will present the challenges and how incumbent insurance brokers can adopt AI/Machine learning to enjoy improved productivity, operational efficiency and customer delight. Sandeep Deva will showcase how policy life cycle management can employ automation tools, and how brokers can roll out AI programs.
9:40 to 10:00 a.m. PDT
Tech Talk: miEdge - The Ultimate Unfair Advantage
Darin Vick, Chief Sales Officer, miEdge
miEdge is a one of kind lead generation and research tool designed specifically for the insurance professionals. miEdge aggregates multiple data sources and then assembles that data to create an insurance profile. This allows Insurance agents and brokers as well as Insurance carriers, to filter the data for fast efficient queries, which saves valuable time and resources.
10:00 to 10:20 a.m. PDT
Tech Talk: Servicing the Digital Client and Their Expectations
Todd Sorrel, Co- Founder, ePayPolicy
Looking for the best InsurTech solutions for your agency, ones that take minimal time to deploy (60 minutes or less) but yield the greatest return and impact? In this session, we’ll highlight how the expectations of the digital consumer have evolved and explain how these affordable solutions across sales, operations, and marketing will not just allow you to meet your client expectations but crush them.
10:20 to 10:40 a.m. PDT
Tech Talk: Patra:Drive Growth by Leveraging Process Technology
Emily Jonas, Business Development Specialist, Patra
The surest way to growth is spending time with customers and prospects, but with so much of an insurance professional’s time devoted to servicing customers, where can you find the time to grow? Patra leverages people and technology to help you get the most out of your time, reducing workloads and giving you back the time you need to focus on growth. With years of experience helping agencies find efficiency and value, this presentation will highlight some of the most commonly streamlined back-office processes.
10:40 to 11:00 a.m. PDT
Tech Talk: ABEN: The Future of Insurance Education for Independent Insurance Agents
Sally Smith, ABEN Network Manager, Business Professionals' Network, Inc.
The surest way to growth is spending time with customers and prospects, but with so much an insurance professional’s time devoted to servicing customers, where can you find the time to grow? Patra leverages people and technology to help you get the most out of your time, reducing workloads and giving you back the time you need to focus on growth. With years of experience helping agencies find efficiency and value, this presentation will highlight some of the most commonly streamlined back-office processes.