How can we improve outcomes not only for customers but also for our staff and intermediaries? This presentation will explore the importance of gathering complete information upfront, integrating with databases, and simplifying the process for customers. We’ll examine how these steps can enhance an MGA’s efficiency in claims handling.
The goal is to showcase available technology across all types of claims, helping you assess and improve your current customer journey. We’ll discuss what works, what hurdles exist, and how your claims process might impact underwriting results. This session is an opportunity to reflect on the customer experience, understand key concepts like APIs, and explore what’s possible—without the pressure of a sales pitch.
Finally, consider this: Could your business benefit from better technology solutions to enhance the customer experience, improve underwriting results, and boost internal efficiency?
Learning Objectives
At the end of this session, delegates will be able to:
- Explain if this tech could work for your business
- Describe how time impacts on claims costs
- Outline if their business is more about speed or quality of info and how this might impact on technology selection
- Describe how the customer journey can be improved through innovative technology
About the Presenters
Stephen Marshall, Managing Director & Co-Founder
Stephen has 25+ years insurance company and insurance broking experience. A significant part of his career was spent working for Aviva in Underwriting, Strategy and IT roles. Stephen worked for 8 years in a MGA and understands the pressures facing MGAs. With 4 years experience as an insurance broker, and parents who had their own brokerage, Stephen has seen insurance from all angles.
