Technology is everywhere you look these days – people walking around with their heads down engrossed in their smart phones, computers and tablets. You see this engagement all around – there is no escaping it. As new innovations come to light, we will see even more utilization for both work and leisure. Looking forward to the future, this too will be true in the insurance industry.
In today’s wealth management and insurance workflow, it is commonplace to get by without fully utilizing the technologies available. The evidence speaks for itself – simple sign in sheets at events, or the use of a pen and paper to fill out applications are still popular. However, as time moves forward it will become increasingly difficult to keep up with technology trends if we fail to embrace them today. Technology is a scary space to learn but once you dive in, you will begin to see where it can fit into all aspects of your business to save you time and money!