Young insurance broking talent, rising stars and more mature future leaders will not expect to be faced with, for example, an old-fashioned green screen, disparate Excel spreadsheets, or an outdated system where they need to learn a host of seemingly irrelevant codes to access disjointed information. They don’t expect to have to log in to multiple extranets to get quotes or to double-key data. And they won’t have to if your brokerage has a modern, digital, and cloud-native broking platform with everything accessible in one single place.
Your key talent also won’t expect to have to phone into, or come into, the office to access any client, insurer, or policy information. And again, they won’t need to with a digital, cloud-based broking platform as it can enable staff to access and upload all the relevant information from wherever they are – be that in a meeting with a customer, on the phone to a customer from home, or parked in their car prior to a meeting.
The onboarding of new staff is also much smoother and quicker with a digital platform. It is not only fast, with very limited training needed to use and access an intuitive and joined up digital system, but it also enables new, increasingly expensive talent to get on with servicing customers from day one.