Page 5 - 2019 INA Annual Meeting Program Book
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2019 ANNUAL MEETING | 5
3:30-4:00 pm ourselves; instead we help our customers rapidly increase
the speed from quote to bind, allowing them to write
Best Practice Technology for Networks commercial insurance profitably.
Trent Richmond, Agency KPI
EZLynx
What should networks focus on as they evaluate their Brady Polansky, CPCU, VP of Agency Relationships
future technology decisions?
EZLynx’s ONE PLATFORM solution for networks and
With all the issues facing agents, networks and carriers, their members innovates sales pipeline management,
technology is often overlooked and misunderstood. Today rating, retention management, analytics, commissions,
agencies and carriers are arming themselves with more member management, and much more. Nearly every
and more technology, however many are frustrated and network already relies on portions of EZLynx’s platform to
do not see the expected return on investment. Technology efficiently run their operations. Imagine the power and
is an essential tool, but many networks lack technology performance of a single solution.
options. The goal for this presentation is to discuss what
best practice technology looks like for networks and how TWFG/Evolution Agency Management
to achieve this. The presentation will cover: Gordy Bunch, President and CEO
• Current State of Technology: “Fragmentation TWFG utilizes eVo to manage our retail and network
Dilemma” – Complex Horizontal Management agency distribution models. The system is cloud based
(many to many) integrated with DocuSign, Outlook, full general ledger,
agency bill, credit card payments, agency commission,
• Data: Who Owns It and How Accurate is It? producer commission, premium finance, texting, marketing,
• Platform Strategy: Enable Future Capabilities consumer application, encryption, IVANS Download with
via “Open Architecture Innovation” a secured hierarchical structure allowing our agents to
utilize one agency management system. TWFG’s 360 retail
• What to look for in Technology: The Three locations and 3,000 independent agents are all managed
Core Value Domain utilizing eVo Agency Management Systems.
1. Collaborative Planning Vertafore
Stephanie Stuckey, Vice President,
2. Operational Efficiencies
Agency Associations
3. Benchmarking
Vertafore has the technology designed to support
insurance networks with industry leading technology.
, 7 A L P I Beyond just agency management, the breadth of
technology offerings provides insurance networks with
the tools needed to drive maximum growth. The #1
personal lines rater PLRating, insurance knowledge base
4:00-5:00 pm ReferenceConnect, and integrated 3rd party technology
such as DocuSign, help networks to attract and develop
Technology Solutions for Networks agencies of the future.
Bold Penguin
Chris Peabody, Sales & Account Executive
Bold Penguin is an insurtech innovator from Columbus, , 7 A L P I
Ohio that develops B2B software used by insurance
agents and brokers, as well as insurance companies,
to break through the confusion and complexity of the 5:00-6:30 pm
commercial insurance landscape. We don’t sell insurance Networking Reception
