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Video On Demand

Workflow Needs & Resources - Today & Tomorrow


Total Credits: 1 including 1 CE Credit

Average Rating:
   30
Categories:
Professional Development - Agency Management
Speaker:
Ron Berg
Duration:
1 hr
Expiration:
Access for 90 day(s) after purchase.


Description

DESCRIPTION: This session will cover crucial workflow and technology tools to address customer needs in this distanced time.

  • Disaster and contingency planning guides,
  • Remote work best practices and agreements
  • How to cover agency E&O with agency-customer texting and eDelivery agreements
  • Understanding and complying with cyber regulations to protect your agency
  • Steps to comply with ADA and accessibility requirements
  • Course Materials

    Speaker

    Ron Berg's Profile

    Ron Berg Related Seminars and Products

    Executive Director

    Agents Council for Technology (ACT)


    In his position with ACT, Ron brings together independent insurance agents, insurance carriers, software vendors, and other industry groups to advance the use of the most effective business processes and technologies.  
    ACT facilitates work groups which develop agency resources and drive the industry forward.  ACT’s free tools for Big ‘I’ independent agents enhance productivity, service, marketing, sales, and security.  A key focus for ACT is to keep informed on the strategic trends that will drive future consumer expectations and business opportunities. 

    Prior to ACT, Ron worked with MetLife Auto & Home for almost 20 years, advising on future technology strategies and advocating for effective agent workflows.  He has also long been involved with insurance industry workgroups and associations such as ACT, AUGIE, the ID Federation, the Insurance Digital Revolution, the Real Time/Download Campaign, and numerous other user group conferences.  Ron has a wide technology background in computer operations, programming, technical support management, and project management.

    Graduate in Computer Science, Alexandria College.


    State Specific Details

    State Approval Information Details OK - This course is approved for 1 hr CE - Course#6000071585

    Reviews

    5
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    Overall:      4.5

    Total Reviews: 30