Here’s a look at some of the findings:
- Some insurers have invested in marketing and sales technology, but day-to-day usage of these systems by agents is low.
- Despite the offerings available from established players
such as IBM and Oracle, or startups like Hearsay Social and HubSpot,
many agents still rely on Excel spreadsheets, boxes of business cards,
and hand-written notes for critical CRM data.
- Much like real estate or automobiles, a minority of
customers now buy insurance online – suggesting that it is still a
face-to-face business, at least for the final closing. But consumers
are increasingly online researching policies, and finding agents.
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Insurance in Asia - Agents and Technology: The Next Wave.”