Page 61 - Shaw Wall of Honor

me was its entrepreneurial DNA. Individuals could control their own destiny to a greater degree than many other verticals. It meant that tech-savvy agents attuned to insurtech could and would lead others by taking chances and showing the channel how the right tech stack can help their business grow. This unwavering passion to be part of an industry’s technical growth, coupled with the steadfast goal to continually improve and innovate, propels me and our team to effect thoughtful change and facilitate meaningful customer engagement within the insurance industry.
I've come to recognize that the insurance industry appreciates the alternative experiences—the amalgamation of myriad minds committed to an environment that is receptive to innovation. The vertical offers entrepreneurs an unprecedented platform with which to build a thriving business and hasreaffirmedmybeliefthatinsurtechistruly an arena where innovative ideas are not just encouraged but actively cultivated. The future of insurtech is bright, and I look forward to playing an integral role in shaping it.
The inception of Insurance Agent App was triggered by a vehicle accident my co-founder, Matt Aaron, experienced as a policyholder. With the initial development of our solution, we faced numerous challenges, including the realization that customer service was not something independent agents put a lot of thought into, other than answering incoming phone calls. Our goal was to deliver a solution that would solve customer service and communication issues for agencies AND customers. Days were filled with relentless product iterations and educating ourselves on the flow of data up and down the value chain between agents, agency management systems, carrier portals, and policyholders. The nitty-gritty of setting up a cutting-edge mobile application solution that was quality right out of the gate was a mammoth task that tested our grit and resilience at every step. There was nothing in the marketplace that pulled together everything an agent offered and packaged within their own branded app.
I knew whatever solution we delivered had to center on one of the most important aspects of any successful business: customer relationships. I also knew that managing the agent-customer relationship required effective communication and engagement driven by the independent agent rather than a carrier. To maintain control over the customer relationship and to ensure smooth operations, it was essential that the independent agent be the centerpoint of the relationship when customers seek information, get service, or look for solutions. This ensures that customers receive information directly from their independent agent rather than through multiple sources in multiple formats. Staying true to the “need” to keep independent agents central in the client relationship was essential for ensuring customer satisfaction and retention for our agency clients.
For many independent agents, the introduction of mobile technology opened a whole new world of communication and servicing opportunities. Through an intuitive user interface, policyholders easily and efficiently access their policy data that is regularly synced with their agency's management system. By designing the app this way, independent agents were offering a consistent, cohesive experience that displayed policy data simply and efficiently, regardless of the carrier. The app's built-in communication tools also make it possible for customers and agents to keep in touch and collaborate on insurance requests. Those requests always reference/incorporate client policy data and automatically document all communications, proposals, etc. in the
For many independent agents, the introduction of mobile technology opened a whole new world of communication and servicing opportunities.
Insurance Agent App: Stepping Into the Fray of Insurtech
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