Clients expect fast, simple experiences, and insurance is catching up. Digital applications, streamlined underwriting and better quoting tools let agents serve more clients with less paperwork. The technology your partner provides can make a real difference in how much business you can handle.
I'm Justin Brock. Brock has helped agents serve 250,000+ Medicare beneficiaries. For how technology is changing life insurance and distribution, read The Future of Life Insurance Technology Is Already Here on justinbrock.com. This piece covers what technology to expect from a partner.
Technology that matters most
- Quoting across carriers and product lines.
- Digital applications with e-signatures.
- Faster underwriting where carriers offer it.
- CRM with follow-up automation.
- Compliance tools for Scope of Appointment and call recording.
- Reporting on your pipeline and production.
How to judge a partner's technology
- Ask for a live demo, not screenshots.
- Ask which tools are included and which cost extra.
- Ask how tools connect, so you are not entering data twice.
- Ask how the tools hold up during AEP.
Questions to ask a partner
- Which quoting and application tools are included?
- Do your tools support life, health and Medicare in one place?
- How do you train agents on the technology?
How Brock helps
Brock provides agents with quoting, CRM and application tools across Medicare, life and other lines. See our tools page and annuities page.
Want to see the tools in action? Book a call with the Brock team.
Frequently asked questions
What technology do independent insurance agents need?
Most agents need quoting, digital applications, a CRM with follow-up automation, compliance tools and reporting. Tools that connect to each other save the most time.
How is technology changing life insurance sales?
Digital applications, e-signatures and faster underwriting options are shortening the time from quote to policy. That makes it easier for agents to offer life insurance alongside health and Medicare products.
Should my partner provide technology for free?
Many partners include core tools, while some charge for advanced features. Ask exactly what is included, what costs extra and how pricing changes as your team grows, and get the answer in writing before you sign.
How do I evaluate an insurance partner's tools?
Request a live demo, test the workflow you use most, ask how tools connect and talk to agents who use them during busy seasons, because that is when weak tools show their limits.