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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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In this weeks episode, the Mayor and Toby discuss the intersection of technology and insurance, focusing on the challenges and opportunities within the industry. They explore the role of AI in transforming insurance processes, the importance of understanding client needs, and the potential for technology to attract new talent to the field. Toby shares insights from his journey in the insurance and tech sectors, highlighting the innovative solutions his company, OneFort, is developing to streamline operations and enhance client relationships.
Takeaways
- AI is transforming the insurance industry by automating processes.
- Understanding client needs is crucial for effective insurance solutions.
- Technology can attract new talent to the insurance field.
- OneFort focuses on independent insurance agents to maximize impact.
- Manual processes in insurance are time-consuming and need automation.
- Cross-selling and upselling are key strategies for insurance growth.
- AI can help identify underinsured clients and recommend solutions.
- The insurance industry faces a talent shortage that technology can address.
- OneFort integrates with existing tools to streamline insurance workflows.
- Toby emphasizes the importance of continuous innovation in tech solutions.
Chapters
- 00:00:02 Introduction and Greetings
- 00:00:05 Discussing Upcoming Events
- 00:00:20 The Role of Magic in Trade Shows
- 00:03:23 Toby's Journey in Insurance and Tech
- 00:07:55 Miscommunication in Insurance and Tech
- 00:16:21 Focus on AI for producers, and CSR's
- 00:29:01 AI Solutions for Insurance
- 00:32:04 Cross-Selling and Upselling with AI
- 00:39:32 Future Plans and Industry Growth
Sponsors:
Smart Choice The Fastest growing agency network in country! Hands Down
Canopy Connect - Your 1 click solution to getting the dec pages you need to quote your prospects
304 episodes
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