Technology Consulting
Make technology work for your agency. We can help!
Independent insurance agencies are constantly looking for ways to improve their productivity and customer experience by taking advantage of technology solutions. With the ever-increasing technology choices in our industry, finding and implementing the best solutions to match your agency goals and budget can be challenging.
IIANC’s Technology Consultant, George Robertson, can assist agencies in the selection and implementation of solutions that best fit their specific needs & agency goals. Whether the focus is on finding technology solutions or problem solving existing technology, George can listen to concerns, business needs, and collaborate every step of the way. He can also provide training to agency staff in order to facilitate their learning of new technologies to improve their daily tasks and provide a better customer experience.
Broad technology consulting services are available including:
- Agency Management System selection
- Staff training on Agency Management Systems
- Agency Work Flow Audits
- Digital Marketing Setup
- Search Engine Optimization (SEO)
Learn More to download a flyer with more information.
George also keeps IIANC members well-informed about the latest technology tips and trends through posts on our blog, Insurspective.
Multiple options for support.
HOURLY CONSULTATION
Technology consultations are based on phone and/or web enabled conferencing software.
Fee – $150.00 per consultative hour
Onsite visits are available if requested and agreed to in advance. Hourly fee applies to both travel/consultative time in addition to reimbursement of reasonable travel expenses.
ANNUAL RETAINER TECHNOLOGY CONSULTATIVE SERVICES
Annual Retainers Contracts with discounted consultative hours are provided for those agencies looking to improve their usage of insurance technology on an ongoing basis thus helping to increase efficiencies and profits. All retainer contracts are for a 12-month period and renewable at the end of the term.
Technology consultations are based on phone and/or web enabled conferencing software. Support Level’s 2 and 3 provide for the agency to substitute onsite consultations in lieu of a phone/web enabled consultation and travel expenses are additional.
Level 1 – 3 hours of phone consultation per month
Fee: $300 per month
Level 2 – 6 hours of consultation per month with option to replace phone consultation quarterly for a 6 hour onsite session. Reasonable travel expenses apply in addition to monthly retainer fee.
Fee: $600 per month
Level 3 – 10 hours of consultation per month with option to replace phone consultation for 1 full day onsite session. Reasonable travel expenses apply in addition to monthly retainer fee.
Fee: $1000 per month
Other technology resources are also available. Click here for more information.
Contact George Robertson to discuss the exclusive IIANC member pricing on technology consulting services.
George Robertson, CISR
IIANC Technology Consultant
Contact:
Email: grobertson@iianc.com
Phone: 336-253-3618
Twitter: @GRobertson44
George Robertson has over 25 years of experience in the insurance and technology industry, with 12 of those as a fellow independent agency owner. This means he knows first-hand the challenges you face when trying to improve revenue and more efficiently use staff and agency management systems. His knowledge of insurance automation comes from years of study and working for some of the leading automation vendors in the industry as well as other leading technology providers. George is also well-versed in the latest social media tools and website advances and can help you implement those into your agency’s marketing efforts. George is a member of the IIABA Agents Council for Technology (ACT) Steering Committee and speaks around the country for industry associations and user groups on technology related issues.
Testimonials
"George has been a great help in finding answers to our Agency Management System questions and assisting our agency in locating the appropriate vendor contacts. His advice on re-writing our Written Information Security Plan was very helpful. Knowing I had another set of expert eyes gave me a real peace of mind. Also, his recommendations to review other technology options have been extremely helpful. I look forward to working with him more in the future."
Lisa Squatriglia
Summit Insurance Group Inc. | Huntersville, NC
“George has proven invaluable in helping us evaluate and then implement the best technology’s for our agency operations. He is an expert in so many areas, but if we ask him about something he is not as familiar with he lets us know, but has the contacts and resources to quickly find the right answer for us. We so appreciate that way of doing business as much as the wealth of knowledge he shares with us. I would give him our highest recommendation!”
Brent Johnson
Brent Johnson & Associates | Winston-Salem, NC
“I have had the pleasure of working with George Robertson for many years. Most recently, George presented to my group of transitioning exclusive agents on the importance of choosing the right agency management system for their new independent agencies. George also shared numerous techniques on maximizing the use of agency management systems in their day to day operations. His insight and knowledge in his chosen field is second to none.
George is an engaging speaker with a true desire to help agencies grow revenue through the use of technology. We will continue to use George as a speaker and consultant and I would highly recommend him to anyone looking for information and guidance in the ever changing technology space.”
Diane Wagner
Chief Operating Officer | First Choice Agents Alliance