What are the advantages of using bots in insurance agencies, such as automating data entry and account creation?
Listen in as this week we delve into the world of bot-driven standards, procedures, and workflows in the insurance industry. My guest Mike Fusco shares his insights and experiences on utilizing automation and technology to streamline processes and improve efficiency in insurance agencies. From the importance of knowledge before teaching others, to the different client categories based on revenue levels, we cover it all. Join us as we explore the impact of automated bots, such as the onboarding bot and the audit bot, in transforming the way agencies operate. Get ready for an enlightening conversation with valuable takeaways for business growth. Let’s dive in!
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- Discussing bots and the potential to use RPA in agencies.
- Efficiency and productivity are key goals for the agency, especially in terms of ENS.
- Hiring qualified people is challenging, so they brought in RPA.
- Pipedrive is preferred for texting. Bots are needed to move data.
- Bot 1 & 2
- Bot 3 onboards clients via emails and provides credentials, perks, and welcome information; changes password yearly.
- What bots are coming in the future.
About Mike Fusco:
Michael, a New Jersey native, relocated to San Diego in 2001 after graduating from the prestigious Robert H. Smith School of Business at the University of Maryland, College Park. Shortly after arriving, he started his first insurance job with a national carrier, where he worked his way to a supervisory position.
Michael joined the independent agency channel in 2005, learning about construction insurance markets and a wide range of products and services. While honing his skills as a competent broker, Michael also served as the agency’s sales manager, overseeing a team of 26 in a highly functional sales unit.
In September of 2010, Michael was named CEO of Fusco Orsini & Associates, which he holds with great pride. The firm started with three people focused on property & casualty insurance products, primarily in the commercial space. Michael is proud of the firm’s growth, now able to consult clients on strategies within the following areas:
- Property & Casualty Insurance
- Employee Welfare Programs
- Risk Management
- Non-Insurance Consulting Services
- Technology Platforms
Michael enjoys spending time with his family and friends and coaching and playing ice hockey in his spare time. He welcomes connections through his LinkedIn profile.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
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